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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 | $217,098 | $110,410+96.6% | $102,437+111.9% | $145,897+48.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.96% | 24.85%-13.9pp | 24.95%-14.0pp | 552.29%-541.3pp |
| Employer contribution / active EE | $4,334 | $4,217+2.8% | $3,871+12.0% | $4,663-7.1% |
| Participant deferral / active EE | $14,658 | $5,622+160.8% | $5,060+189.7% | $6,689+119.1% |
| Admin fee / account holder | $54 | $9,745-99.5% | $8,388-99.4% | $13,390-99.6% |