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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 | $204,221 | $110,212+85.3% | $96,534+111.6% | $139,466+46.4% |
| Participation rate | 91.3% | 78.1%+13.2pp | 76.0%+15.3pp | 80.3%+11.0pp |
| Annual return | 17.70% | 26.42%-8.7pp | 25.88%-8.2pp | 373.66%-356.0pp |
| Employer contribution / active EE | $2,402 | $3,620-33.6% | $2,965-19.0% | $4,754-49.5% |
| Participant deferral / active EE | $7,467 | $5,547+34.6% | $4,851+53.9% | $6,712+11.2% |
| Admin fee / account holder | $79 | $11,599-99.3% | $8,253-99.0% | $11,409-99.3% |