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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 | $222,657 | $228,352-2.5% | $185,827+19.8% | $158,950+40.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.26% | 40.81%-21.5pp | 35.96%-16.7pp | 302.91%-283.6pp |
| Employer contribution / active EE | $2,845 | $4,967-42.7% | $4,087-30.4% | $4,762-40.3% |
| Participant deferral / active EE | $17,745 | $6,416+176.6% | $5,633+215.0% | $5,983+196.6% |
| Admin fee / account holder | $89 | $11,867-99.3% | $9,502-99.1% | $11,248-99.2% |