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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 | $190,537 | $201,370-5.4% | $184,256+3.4% | $145,897+30.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.74% | 29.05%-10.3pp | 28.85%-10.1pp | 552.29%-533.5pp |
| Employer contribution / active EE | $5,094 | $7,024-27.5% | $6,427-20.7% | $4,663+9.2% |
| Participant deferral / active EE | $7,866 | $9,808-19.8% | $9,133-13.9% | $6,689+17.6% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |