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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 | $111,844 | $85,060+31.5% | $70,565+58.5% | $139,487-19.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 22.30% | 30.39%-8.1pp | 32.79%-10.5pp | 373.84%-351.5pp |
| Employer contribution / active EE | $13,070 | $3,912+234.1% | $2,976+339.2% | $4,755+174.9% |
| Participant deferral / active EE | $6,697 | $5,891+13.7% | $4,568+46.6% | $6,713-0.2% |
| Admin fee / account holder | $43 | $8,932-99.5% | $6,430-99.3% | $11,407-99.6% |