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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 | $181,272 | $162,821+11.3% | $133,978+35.3% | $158,982+14.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.37% | 41.95%-26.6pp | 45.10%-29.7pp | 302.99%-287.6pp |
| Employer contribution / active EE | $2,178 | $4,976-56.2% | $3,919-44.4% | $4,763-54.3% |
| Participant deferral / active EE | $6,870 | $5,910+16.2% | $5,047+36.1% | $5,983+14.8% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |