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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 | $209,402 | $115,917+80.6% | $100,535+108.3% | $158,982+31.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.85% | 34.80%-12.0pp | 30.90%-8.0pp | 302.99%-280.1pp |
| Employer contribution / active EE | $2,634 | $4,105-35.8% | $3,419-23.0% | $4,763-44.7% |
| Participant deferral / active EE | $7,807 | $6,677+16.9% | $6,271+24.5% | $5,983+30.5% |
| Admin fee / account holder | $217 | $11,002-98.0% | $8,085-97.3% | $11,252-98.1% |