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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 | $163,237 | $106,280+53.6% | $96,538+69.1% | $139,487+17.0% |
| Participation rate | 70.6% | 77.8%-7.3pp | 74.3%-3.8pp | 80.3%-9.7pp |
| Annual return | 12.79% | 38.48%-25.7pp | 35.74%-22.9pp | 373.84%-361.1pp |
| Employer contribution / active EE | $14,044 | $4,107+242.0% | $3,740+275.5% | $4,755+195.4% |
| Participant deferral / active EE | $10,380 | $5,457+90.2% | $4,880+112.7% | $6,713+54.6% |
| Admin fee / account holder | $19 | $7,888-99.8% | $6,737-99.7% | $11,407-99.8% |