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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 | $246,650 | $153,311+60.9% | $109,313+125.6% | $273,972-10.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.82% | 29.86%-27.0pp | 22.07%-19.2pp | 41.46%-38.6pp |
| Employer contribution / active EE | $36,001 | $5,619+540.7% | $3,892+825.0% | $4,869+639.4% |
| Participant deferral / active EE | $25,013 | $3,932+536.1% | $3,166+689.9% | $5,287+373.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |