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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 | $169,410 | $106,267+59.4% | $96,520+75.5% | $139,456+21.5% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 16.01% | 38.45%-22.4pp | 35.72%-19.7pp | 373.45%-357.4pp |
| Employer contribution / active EE | $3,085 | $4,105-24.8% | $3,739-17.5% | $4,753-35.1% |
| Participant deferral / active EE | $9,786 | $5,454+79.4% | $4,879+100.6% | $6,711+45.8% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |