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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 | $192,417 | $110,410+74.3% | $102,437+87.8% | $145,897+31.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.62% | 24.85%-14.2pp | 24.95%-14.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,871 | $4,217-55.6% | $3,871-51.7% | $4,663-59.9% |
| Participant deferral / active EE | $13,714 | $5,622+143.9% | $5,060+171.0% | $6,689+105.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |