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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 | $213,281 | $107,666+98.1% | $102,184+108.7% | $154,746+37.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.21% | 29.33%-9.1pp | 31.58%-11.4pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,660 | $3,846-30.8% | $3,594-26.0% | $4,379-39.3% |
| Participant deferral / active EE | $6,011 | $8,719-31.1% | $8,309-27.7% | $6,730-10.7% |
| Admin fee / account holder | $140 | $12,943-98.9% | $11,609-98.8% | $14,365-99.0% |