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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 | $112,729+11.7% | $98,716+27.6% | $137,256-8.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.66% | 38.48%-16.8pp | 31.81%-10.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $5,634 | $2,725+106.7% | $2,279+147.3% | $4,156+35.6% |
| Participant deferral / active EE | $17,158 | $4,640+269.8% | $4,048+323.9% | $6,407+167.8% |
| Admin fee / account holder | $208 | $10,129-98.0% | $8,703-97.6% | $12,270-98.3% |