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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 | $199,248 | $162,821+22.4% | $133,978+48.7% | $158,982+25.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.01% | 41.95%-29.9pp | 45.10%-33.1pp | 302.99%-291.0pp |
| Employer contribution / active EE | $5,779 | $4,976+16.1% | $3,919+47.4% | $4,763+21.3% |
| Participant deferral / active EE | $11,435 | $5,910+93.5% | $5,047+126.6% | $5,983+91.1% |
| Admin fee / account holder | $29 | $11,742-99.8% | $8,930-99.7% | $11,252-99.7% |