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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 | $163,156 | $106,247+53.6% | $96,515+69.0% | $139,466+17.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.24% | 38.47%-21.2pp | 35.73%-18.5pp | 373.66%-356.4pp |
| Employer contribution / active EE | $4,737 | $4,106+15.4% | $3,740+26.7% | $4,754-0.3% |
| Participant deferral / active EE | $17,040 | $5,456+212.3% | $4,880+249.2% | $6,712+153.9% |
| Admin fee / account holder | $19 | $7,885-99.8% | $6,735-99.7% | $11,409-99.8% |