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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 | $197,382 | $124,425+58.6% | $112,040+76.2% | $137,256+43.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.71% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,454 | $3,411-28.1% | $2,954-16.9% | $4,156-41.0% |
| Participant deferral / active EE | $10,431 | $5,718+82.4% | $5,098+104.6% | $6,407+62.8% |
| Admin fee / account holder | $70 | $15,207-99.5% | $12,098-99.4% | $12,270-99.4% |