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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 | $159,259 | $118,488+34.4% | $98,462+61.7% | $139,487+14.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.57% | 18.96%+3.6pp | 21.17%+1.4pp | 373.84%-351.3pp |
| Employer contribution / active EE | $3,477 | $3,611-3.7% | $3,049+14.0% | $4,755-26.9% |
| Participant deferral / active EE | $9,882 | $5,393+83.2% | $4,738+108.6% | $6,713+47.2% |
| Admin fee / account holder | $25 | $13,868-99.8% | $8,875-99.7% | $11,407-99.8% |