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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 | $179,776 | $110,379+62.9% | $102,412+75.5% | $145,884+23.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 11.66% | 24.84%-13.2pp | 24.94%-13.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $21,780 | $4,216+416.6% | $3,870+462.8% | $4,662+367.2% |
| Participant deferral / active EE | $5,513 | $5,622-1.9% | $5,060+9.0% | $6,690-17.6% |
| Admin fee / account holder | $4 | $9,745-100.0% | $8,388-99.9% | $13,392-100.0% |