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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 | $198,067 | $110,337+79.5% | $102,383+93.5% | $145,877+35.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.02% | 24.83%+2.2pp | 24.94%+2.1pp | 551.28%-524.3pp |
| Employer contribution / active EE | $2,434 | $4,216-42.3% | $3,870-37.1% | $4,663-47.8% |
| Participant deferral / active EE | $13,573 | $5,621+141.5% | $5,060+168.3% | $6,691+102.9% |
| Admin fee / account holder | $156 | $9,750-98.4% | $8,391-98.1% | $13,402-98.8% |