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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 | $220,791 | $165,939+33.1% | $122,354+80.5% | $147,586+49.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 18.90% | 34.56%-15.7pp | 30.28%-11.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $2,219 | $5,754-61.4% | $4,051-45.2% | $4,876-54.5% |
| Participant deferral / active EE | $6,985 | $4,005+74.4% | $3,287+112.5% | $5,439+28.4% |
| Admin fee / account holder | $5 | $7,425-99.9% | $5,479-99.9% | $10,886-100.0% |