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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 | $160,369 | $110,337+45.3% | $102,383+56.6% | $145,877+9.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.13% | 24.83%-3.7pp | 24.94%-3.8pp | 551.28%-530.2pp |
| Employer contribution / active EE | $9,151 | $4,216+117.1% | $3,870+136.4% | $4,663+96.2% |
| Participant deferral / active EE | $5,028 | $5,621-10.6% | $5,060-0.6% | $6,691-24.9% |
| Admin fee / account holder | $260 | $9,750-97.3% | $8,391-96.9% | $13,402-98.1% |