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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 | $202,285 | $117,846+71.7% | $102,434+97.5% | $145,884+38.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.94% | 31.90%-8.0pp | 29.46%-5.5pp | 551.85%-527.9pp |
| Employer contribution / active EE | $3,322 | $3,615-8.1% | $3,023+9.9% | $4,662-28.8% |
| Participant deferral / active EE | $5,761 | $5,733+0.5% | $5,055+14.0% | $6,690-13.9% |
| Admin fee / account holder | $106 | $13,356-99.2% | $9,462-98.9% | $13,392-99.2% |