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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 | $184,462 | $112,729+63.6% | $98,716+86.9% | $137,256+34.4% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.3%+25.7pp | 80.0%+15.0pp |
| Annual return | 18.59% | 38.48%-19.9pp | 31.81%-13.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,300 | $2,725+57.8% | $2,279+88.7% | $4,156+3.5% |
| Participant deferral / active EE | $9,545 | $4,640+105.7% | $4,048+135.8% | $6,407+49.0% |
| Admin fee / account holder | $3 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |