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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 | $246,007 | $124,425+97.7% | $112,040+119.6% | $137,256+79.2% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 19.84% | 24.72%-4.9pp | 24.52%-4.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $23,246 | $3,411+581.4% | $2,954+686.9% | $4,156+459.3% |
| Participant deferral / active EE | $14,290 | $5,718+149.9% | $5,098+180.3% | $6,407+123.0% |
| Admin fee / account holder | $14 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |