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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 | $205,858 | $201,370+2.2% | $184,256+11.7% | $145,897+41.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.54% | 29.05%-17.5pp | 28.85%-17.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,616 | $7,024-62.7% | $6,427-59.3% | $4,663-43.9% |
| Participant deferral / active EE | $6,955 | $9,808-29.1% | $9,133-23.8% | $6,689+4.0% |
| Admin fee / account holder | $82 | $16,364-99.5% | $13,899-99.4% | $13,390-99.4% |