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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 | $212,778 | $100,147+112.5% | $81,286+161.8% | $145,877+45.9% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.5%+9.4pp | 80.3%-1.4pp |
| Annual return | 14.09% | 34.44%-20.3pp | 24.80%-10.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,789 | $2,977-6.3% | $2,463+13.2% | $4,663-40.2% |
| Participant deferral / active EE | $4,817 | $4,607+4.5% | $3,883+24.0% | $6,691-28.0% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |