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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 | $185,105 | $162,812+13.7% | $133,971+38.2% | $158,966+16.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.67% | 41.94%-25.3pp | 45.09%-28.4pp | 302.95%-286.3pp |
| Employer contribution / active EE | $3,132 | $4,976-37.1% | $3,919-20.1% | $4,762-34.2% |
| Participant deferral / active EE | $10,227 | $5,910+73.0% | $5,047+102.6% | $5,983+70.9% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |