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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 | $125,945 | $123,155+2.3% | $108,753+15.8% | $155,188-18.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.66% | 44.73%-23.1pp | 37.47%-15.8pp | 148.84%-127.2pp |
| Employer contribution / active EE | $5,634 | $2,811+100.4% | $2,427+132.2% | $4,248+32.6% |
| Participant deferral / active EE | $17,158 | $4,623+271.1% | $4,115+317.0% | $6,531+162.7% |
| Admin fee / account holder | $208 | $12,126-98.3% | $10,320-98.0% | $14,480-98.6% |