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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 | $135,458 | $124,330+9.0% | $109,173+24.1% | $167,536-19.1% |
| Participation rate | 90.0% | 79.5%+10.5pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 17.33% | 26.04%-8.7pp | 25.75%-8.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $10,740 | $4,209+155.2% | $3,723+188.5% | $4,839+121.9% |
| Participant deferral / active EE | $5,510 | $5,256+4.8% | $4,654+18.4% | $6,342-13.1% |
| Admin fee / account holder | $228 | $7,974-97.1% | $6,755-96.6% | $12,315-98.2% |