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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 | $163,243 | $124,980+30.6% | $108,359+50.7% | $154,746+5.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 17.84% | 45.00%-27.2pp | 36.89%-19.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $12,555 | $2,851+340.4% | $2,399+423.2% | $4,379+186.7% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |