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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 | $180,299 | $117,426+53.5% | $99,470+81.3% | $152,885+17.9% |
| Participation rate | 94.1% | 77.5%+16.6pp | 73.8%+20.3pp | 82.5%+11.7pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.39%-345.4pp |
| Employer contribution / active EE | $8,223 | $3,014+172.9% | $2,540+223.7% | $4,763+72.6% |
| Participant deferral / active EE | $8,666 | $4,086+112.1% | $3,619+139.5% | $5,851+48.1% |
| Admin fee / account holder | $104 | $7,634-98.6% | $6,252-98.3% | $11,598-99.1% |