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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 | $137,730 | $96,558+42.6% | $80,977+70.1% | $273,972-49.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.67% | 15.14%-4.5pp | 17.11%-6.4pp | 41.46%-30.8pp |
| Employer contribution / active EE | $23,875 | $4,869+390.4% | $3,715+542.7% | $4,869+390.4% |
| Participant deferral / active EE | $10,251 | $6,598+55.4% | $5,696+80.0% | $5,287+93.9% |
| Admin fee / account holder | $34 | $7,493-99.5% | $5,517-99.4% | $10,133-99.7% |