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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 | $179,566 | $176,794+1.6% | $146,647+22.4% | $167,553+7.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.65% | 24.04%-12.4pp | 22.75%-11.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $10,902 | $5,161+111.2% | $4,137+163.5% | $4,840+125.3% |
| Participant deferral / active EE | $6,185 | $6,440-4.0% | $5,506+12.3% | $6,343-2.5% |
| Admin fee / account holder | $199 | $13,262-98.5% | $10,281-98.1% | $12,316-98.4% |