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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 | $196,919 | $201,372-2.2% | $184,260+6.9% | $145,884+35.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.12% | 29.04%-13.9pp | 28.84%-13.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $3,870 | $7,024-44.9% | $6,427-39.8% | $4,662-17.0% |
| Participant deferral / active EE | $15,735 | $9,808+60.4% | $9,133+72.3% | $6,690+135.2% |
| Admin fee / account holder | $4 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |