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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 | $205,481 | $100,125+105.2% | $81,482+152.2% | $145,978+40.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.74% | 34.44%-23.7pp | 24.79%-14.1pp | 550.52%-539.8pp |
| Employer contribution / active EE | $3,269 | $2,977+9.8% | $2,463+32.7% | $4,662-29.9% |
| Participant deferral / active EE | $12,395 | $4,609+168.9% | $3,885+219.0% | $6,690+85.3% |
| Admin fee / account holder | $106 | $8,198-98.7% | $5,761-98.2% | $13,400-99.2% |