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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 | $232,383 | $211,224+10.0% | $178,505+30.2% | $145,897+59.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.17% | 30.28%-17.1pp | 27.16%-14.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,202 | $4,577-30.0% | $3,955-19.1% | $4,663-31.3% |
| Participant deferral / active EE | $20,167 | $6,966+189.5% | $6,280+221.1% | $6,689+201.5% |
| Admin fee / account holder | $5 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |