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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 | $100,262+112.2% | $81,370+161.5% | $145,897+45.8% |
| Participation rate | 78.9% | 74.3%+4.7pp | 69.5%+9.4pp | 80.3%-1.4pp |
| Annual return | 14.09% | 34.52%-20.4pp | 24.85%-10.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,789 | $2,979-6.4% | $2,464+13.2% | $4,663-40.2% |
| Participant deferral / active EE | $4,817 | $4,612+4.4% | $3,885+24.0% | $6,689-28.0% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |