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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 | $157,262 | $124,314+26.5% | $109,163+44.1% | $167,518-6.1% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 10.63% | 26.04%-15.4pp | 25.75%-15.1pp | 478.71%-468.1pp |
| Employer contribution / active EE | $11,238 | $4,209+167.0% | $3,723+201.9% | $4,838+132.3% |
| Participant deferral / active EE | $4,998 | $5,256-4.9% | $4,654+7.4% | $6,342-21.2% |
| Admin fee / account holder | $30 | $7,973-99.6% | $6,754-99.6% | $12,312-99.8% |