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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 | $208,980 | $111,814+86.9% | $103,378+102.2% | $145,978+43.2% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.70% | 24.80%-12.1pp | 24.91%-12.2pp | 550.52%-537.8pp |
| Employer contribution / active EE | $14,532 | $4,215+244.8% | $3,870+275.5% | $4,662+211.7% |
| Participant deferral / active EE | $6,064 | $5,618+7.9% | $5,058+19.9% | $6,690-9.3% |
| Admin fee / account holder | $99 | $9,764-99.0% | $8,401-98.8% | $13,400-99.3% |