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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 | $181,071 | $107,809+68.0% | $97,032+86.6% | $155,188+16.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 20.69% | 38.06%-17.4pp | 35.38%-14.7pp | 148.84%-128.2pp |
| Employer contribution / active EE | $9,283 | $2,911+218.9% | $2,629+253.1% | $4,248+118.5% |
| Participant deferral / active EE | $6,499 | $5,129+26.7% | $4,672+39.1% | $6,531-0.5% |
| Admin fee / account holder | $137 | $10,717-98.7% | $9,418-98.6% | $14,480-99.1% |