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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 | $234,867 | $99,635+135.7% | $99,460+136.1% | $198,609+18.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.32% | 11.15%+10.2pp | 11.98%+9.3pp | 202.70%-181.4pp |
| Employer contribution / active EE | $12,717 | $6,694+90.0% | $6,049+110.2% | $5,055+151.6% |
| Participant deferral / active EE | $12,433 | $6,766+83.8% | $5,995+107.4% | $6,977+78.2% |
| Admin fee / account holder | $225 | $22,915-99.0% | $18,725-98.8% | $19,030-98.8% |