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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,631 | $211,239-0.8% | $178,528+17.4% | $145,877+43.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.52% | 30.22%-9.7pp | 27.11%-6.6pp | 551.28%-530.8pp |
| Employer contribution / active EE | $4,579 | $4,570+0.2% | $3,950+15.9% | $4,663-1.8% |
| Participant deferral / active EE | $12,670 | $6,963+82.0% | $6,278+101.8% | $6,691+89.4% |
| Admin fee / account holder | $61 | $12,095-99.5% | $10,419-99.4% | $13,402-99.5% |