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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 | $184,570 | $104,251+77.0% | $91,004+102.8% | $147,586+25.1% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.6%+12.6pp | 82.8%+5.4pp |
| Annual return | 12.03% | 27.06%-15.0pp | 4.60%+7.4pp | 578.59%-566.6pp |
| Employer contribution / active EE | $6,357 | $3,116+104.0% | $2,456+158.9% | $4,876+30.4% |
| Participant deferral / active EE | $2,967 | $4,195-29.3% | $3,548-16.4% | $5,439-45.4% |
| Admin fee / account holder | $149 | $8,948-98.3% | $5,417-97.2% | $10,886-98.6% |