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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 | $218,815 | $124,425+75.9% | $112,040+95.3% | $137,256+59.4% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.5%+16.8pp | 80.0%+13.4pp |
| Annual return | 14.98% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,957 | $3,411-13.3% | $2,954+0.1% | $4,156-28.9% |
| Participant deferral / active EE | $8,984 | $5,718+57.1% | $5,098+76.2% | $6,407+40.2% |
| Admin fee / account holder | $22 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |