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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 | $231,106 | $112,729+105.0% | $98,716+134.1% | $137,256+68.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.09% | 38.48%-24.4pp | 31.81%-17.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $6,760 | $2,725+148.0% | $2,279+196.7% | $4,156+62.6% |
| Participant deferral / active EE | $9,217 | $4,640+98.6% | $4,048+127.7% | $6,407+43.9% |
| Admin fee / account holder | $290 | $10,129-97.1% | $8,703-96.7% | $12,270-97.6% |