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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 | $176,406 | $97,765+80.4% | $103,486+70.5% | $145,884+20.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.95% | 25.44%-8.5pp | 23.93%-7.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $15,443 | $4,687+229.5% | $4,679+230.0% | $4,662+231.2% |
| Participant deferral / active EE | $15,543 | $6,606+135.3% | $6,628+134.5% | $6,690+132.3% |
| Admin fee / account holder | $204 | $12,505-98.4% | $9,354-97.8% | $13,392-98.5% |