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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 | $195,939 | $90,538+116.4% | $88,457+121.5% | $154,746+26.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 19.48% | 37.97%-18.5pp | 32.69%-13.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $6,217 | $4,914+26.5% | $4,681+32.8% | $4,379+42.0% |
| Participant deferral / active EE | $4,176 | $6,073-31.2% | $5,667-26.3% | $6,730-38.0% |
| Admin fee / account holder | $12 | $10,337-99.9% | $9,606-99.9% | $14,365-99.9% |