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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 | $208,330 | $115,225+80.8% | $100,712+106.9% | $138,895+50.0% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.3%+16.4pp | 79.9%+5.8pp |
| Annual return | 17.26% | 40.35%-23.1pp | 33.27%-16.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $9,160 | $2,771+230.6% | $2,313+296.1% | $4,194+118.4% |
| Participant deferral / active EE | $8,223 | $4,699+75.0% | $4,085+101.3% | $6,396+28.6% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |