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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 | $142,698 | $111,814+27.6% | $103,374+38.0% | $145,959-2.2% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 14.63% | 24.77%-10.1pp | 24.89%-10.3pp | 561.95%-547.3pp |
| Employer contribution / active EE | $3,513 | $4,214-16.6% | $3,869-9.2% | $4,661-24.6% |
| Participant deferral / active EE | $11,224 | $5,618+99.8% | $5,058+121.9% | $6,689+67.8% |
| Admin fee / account holder | $184 | $9,754-98.1% | $8,394-97.8% | $13,398-98.6% |