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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 | $223,084 | $110,337+102.2% | $102,383+117.9% | $145,877+52.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 18.51% | 24.83%-6.3pp | 24.94%-6.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $2,266 | $4,216-46.2% | $3,870-41.4% | $4,663-51.4% |
| Participant deferral / active EE | $2,672 | $5,621-52.5% | $5,060-47.2% | $6,691-60.1% |
| Admin fee / account holder | $111 | $9,750-98.9% | $8,391-98.7% | $13,402-99.2% |