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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 | $207,954 | $115,225+80.5% | $100,712+106.5% | $138,895+49.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 25.99% | 40.35%-14.4pp | 33.27%-7.3pp | 145.39%-119.4pp |
| Employer contribution / active EE | $1,570 | $2,771-43.3% | $2,313-32.1% | $4,194-62.6% |
| Participant deferral / active EE | $6,420 | $4,699+36.6% | $4,085+57.2% | $6,396+0.4% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |