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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 | $184,268 | $103,392+78.2% | $87,104+111.6% | $152,897+20.5% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 24.23% | 28.10%-3.9pp | 28.19%-4.0pp | 345.43%-321.2pp |
| Employer contribution / active EE | $2,308 | $3,221-28.3% | $2,521-8.5% | $4,764-51.6% |
| Participant deferral / active EE | $6,948 | $4,778+45.4% | $4,048+71.6% | $5,851+18.7% |
| Admin fee / account holder | $106 | $12,194-99.1% | $7,491-98.6% | $11,599-99.1% |