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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 | $156,686 | $162,781-3.7% | $133,956+17.0% | $158,931-1.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.51% | 41.94%-27.4pp | 45.09%-30.6pp | 302.86%-288.3pp |
| Employer contribution / active EE | $3,272 | $4,975-34.2% | $3,919-16.5% | $4,761-31.3% |
| Participant deferral / active EE | $11,644 | $5,911+97.0% | $5,048+130.7% | $5,982+94.6% |
| Admin fee / account holder | $16 | $11,736-99.9% | $8,927-99.8% | $11,247-99.9% |