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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 | $191,052 | $107,733+77.3% | $92,985+105.5% | $154,746+23.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 15.72% | 30.39%-14.7pp | 27.99%-12.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $6,563 | $3,126+109.9% | $2,662+146.5% | $4,379+49.9% |
| Participant deferral / active EE | $16,431 | $5,053+225.2% | $4,377+275.4% | $6,730+144.1% |
| Admin fee / account holder | $32 | $11,369-99.7% | $9,463-99.7% | $14,365-99.8% |