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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 | $87,166+119.2% | $76,735+149.0% | $137,256+39.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.72% | 26.50%-10.8pp | 29.77%-14.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $6,563 | $2,904+126.0% | $2,454+167.4% | $4,156+57.9% |
| Participant deferral / active EE | $16,431 | $4,726+247.7% | $4,088+301.9% | $6,407+156.5% |
| Admin fee / account holder | $32 | $8,403-99.6% | $7,189-99.6% | $12,270-99.7% |