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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 | $245,203 | $110,240+122.4% | $96,544+154.0% | $139,487+75.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.32% | 26.41%-11.1pp | 25.88%-10.6pp | 373.84%-358.5pp |
| Employer contribution / active EE | $4,440 | $3,622+22.6% | $2,966+49.7% | $4,755-6.6% |
| Participant deferral / active EE | $19,000 | $5,549+242.4% | $4,851+291.6% | $6,713+183.1% |
| Admin fee / account holder | $63 | $11,602-99.5% | $8,254-99.2% | $11,407-99.5% |