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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 | $199,627 | $103,392+93.1% | $87,104+129.2% | $152,897+30.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 24.66% | 28.10%-3.4pp | 28.19%-3.5pp | 345.43%-320.8pp |
| Employer contribution / active EE | $3,802 | $3,221+18.0% | $2,521+50.8% | $4,764-20.2% |
| Participant deferral / active EE | $11,161 | $4,778+133.6% | $4,048+175.7% | $5,851+90.7% |
| Admin fee / account holder | $14 | $12,194-99.9% | $7,491-99.8% | $11,599-99.9% |