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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 | $175,350 | $111,535+57.2% | $105,223+66.6% | $137,256+27.8% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 17.20% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,256 | $3,939-17.3% | $3,689-11.7% | $4,156-21.7% |
| Participant deferral / active EE | $9,623 | $5,500+75.0% | $5,072+89.7% | $6,407+50.2% |
| Admin fee / account holder | $81 | $9,721-99.2% | $8,859-99.1% | $12,270-99.3% |