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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 | $117,904+78.2% | $102,457+105.1% | $145,978+44.0% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 15.38% | 31.80%-16.4pp | 29.41%-14.0pp | 550.52%-535.1pp |
| Employer contribution / active EE | $3,912 | $3,613+8.3% | $3,022+29.4% | $4,662-16.1% |
| Participant deferral / active EE | $8,592 | $5,733+49.9% | $5,054+70.0% | $6,690+28.4% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |