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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 | $202,173 | $110,337+83.2% | $102,383+97.5% | $145,877+38.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.40% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $12,463 | $4,216+195.6% | $3,870+222.0% | $4,663+167.3% |
| Participant deferral / active EE | $13,570 | $5,621+141.4% | $5,060+168.2% | $6,691+102.8% |
| Admin fee / account holder | $290 | $9,750-97.0% | $8,391-96.5% | $13,402-97.8% |