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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 | $118,260 | $110,410+7.1% | $102,437+15.4% | $145,897-18.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 18.47% | 24.85%-6.4pp | 24.95%-6.5pp | 552.29%-533.8pp |
| Employer contribution / active EE | $2,927 | $4,217-30.6% | $3,871-24.4% | $4,663-37.2% |
| Participant deferral / active EE | $9,653 | $5,622+71.7% | $5,060+90.8% | $6,689+44.3% |
| Admin fee / account holder | $33 | $9,745-99.7% | $8,388-99.6% | $13,390-99.8% |