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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 | $197,973 | $110,379+79.4% | $102,412+93.3% | $145,884+35.7% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 11.50% | 24.84%-13.3pp | 24.94%-13.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $16,065 | $4,216+281.0% | $3,870+315.1% | $4,662+244.6% |
| Participant deferral / active EE | $10,755 | $5,622+91.3% | $5,060+112.5% | $6,690+60.8% |
| Admin fee / account holder | $27 | $9,745-99.7% | $8,388-99.7% | $13,392-99.8% |