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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 | $208,012 | $227,566-8.6% | $189,558+9.7% | $167,518+24.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 21.78% | 78.43%-56.6pp | 64.19%-42.4pp | 478.71%-456.9pp |
| Employer contribution / active EE | $3,909 | $5,316-26.5% | $4,412-11.4% | $4,838-19.2% |
| Participant deferral / active EE | $13,389 | $7,002+91.2% | $6,174+116.9% | $6,342+111.1% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |