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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 | $173,955 | $110,379+57.6% | $102,412+69.9% | $145,884+19.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.93% | 24.84%-14.9pp | 24.94%-15.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $6,607 | $4,216+56.7% | $3,870+70.7% | $4,662+41.7% |
| Participant deferral / active EE | $12,499 | $5,622+122.3% | $5,060+147.0% | $6,690+86.8% |
| Admin fee / account holder | $4 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |