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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 | $158,245 | $111,814+41.5% | $103,378+53.1% | $145,978+8.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.76% | 24.80%-13.0pp | 24.91%-13.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $2,947 | $4,215-30.1% | $3,870-23.9% | $4,662-36.8% |
| Participant deferral / active EE | $16,298 | $5,618+190.1% | $5,058+222.2% | $6,690+143.6% |
| Admin fee / account holder | $24 | $9,764-99.8% | $8,401-99.7% | $13,400-99.8% |