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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 | $110,379+89.3% | $102,412+104.1% | $145,884+43.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.70% | 24.84%-12.1pp | 24.94%-12.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $14,532 | $4,216+244.7% | $3,870+275.5% | $4,662+211.7% |
| Participant deferral / active EE | $6,064 | $5,622+7.9% | $5,060+19.8% | $6,690-9.3% |
| Admin fee / account holder | $99 | $9,745-99.0% | $8,388-98.8% | $13,392-99.3% |