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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 | $194,930 | $201,372-3.2% | $184,260+5.8% | $145,884+33.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.77% | 29.04%-9.3pp | 28.84%-9.1pp | 551.85%-532.1pp |
| Employer contribution / active EE | $1,942 | $7,024-72.3% | $6,427-69.8% | $4,662-58.3% |
| Participant deferral / active EE | $8,494 | $9,808-13.4% | $9,133-7.0% | $6,690+27.0% |
| Admin fee / account holder | $176 | $16,362-98.9% | $13,898-98.7% | $13,392-98.7% |