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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 | $176,798 | $104,251+69.6% | $91,004+94.3% | $147,586+19.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 21.22% | 27.06%-5.8pp | 4.60%+16.6pp | 578.59%-557.4pp |
| Employer contribution / active EE | $11,495 | $3,116+268.9% | $2,456+368.1% | $4,876+135.7% |
| Participant deferral / active EE | $11,470 | $4,195+173.4% | $3,548+223.3% | $5,439+110.9% |
| Admin fee / account holder | $104 | $8,948-98.8% | $5,417-98.1% | $10,886-99.0% |