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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 | $237,635 | $110,379+115.3% | $102,412+132.0% | $145,884+62.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 14.09% | 24.84%-10.7pp | 24.94%-10.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $18,708 | $4,216+343.7% | $3,870+383.4% | $4,662+301.3% |
| Participant deferral / active EE | $13,596 | $5,622+141.9% | $5,060+168.7% | $6,690+103.2% |
| Admin fee / account holder | $3 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |