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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 | $210,144 | $117,846+78.3% | $102,434+105.2% | $145,884+44.0% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 15.38% | 31.90%-16.5pp | 29.46%-14.1pp | 551.85%-536.5pp |
| Employer contribution / active EE | $3,912 | $3,615+8.2% | $3,023+29.4% | $4,662-16.1% |
| Participant deferral / active EE | $8,592 | $5,733+49.9% | $5,055+70.0% | $6,690+28.4% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |