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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 | $214,908 | $162,821+32.0% | $133,978+60.4% | $158,982+35.2% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 6.55% | 41.95%-35.4pp | 45.10%-38.5pp | 302.99%-296.4pp |
| Employer contribution / active EE | $6,242 | $4,976+25.4% | $3,919+59.3% | $4,763+31.1% |
| Participant deferral / active EE | $6,114 | $5,910+3.4% | $5,047+21.1% | $5,983+2.2% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |