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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 | $207,361 | $139,948+48.2% | $121,663+70.4% | $154,746+34.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 19.30% | 230.52%-211.2pp | 147.54%-128.2pp | 172.34%-153.0pp |
| Employer contribution / active EE | $876 | $3,521-75.1% | $3,020-71.0% | $4,379-80.0% |
| Participant deferral / active EE | $4,264 | $5,629-24.2% | $4,887-12.7% | $6,730-36.6% |
| Admin fee / account holder | $232 | $17,321-98.7% | $14,289-98.4% | $14,365-98.4% |