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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 | $119,246 | $106,280+12.2% | $96,538+23.5% | $139,487-14.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 19.69% | 38.48%-18.8pp | 35.74%-16.1pp | 373.84%-354.2pp |
| Employer contribution / active EE | $14,298 | $4,107+248.1% | $3,740+282.3% | $4,755+200.7% |
| Participant deferral / active EE | $10,013 | $5,457+83.5% | $4,880+105.2% | $6,713+49.2% |
| Admin fee / account holder | $20 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |