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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 | $246,005 | $112,729+118.2% | $98,716+149.2% | $137,256+79.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.24% | 38.48%-17.2pp | 31.81%-10.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,497 | $2,725+65.0% | $2,279+97.3% | $4,156+8.2% |
| Participant deferral / active EE | $16,517 | $4,640+255.9% | $4,048+308.1% | $6,407+157.8% |
| Admin fee / account holder | $73 | $10,129-99.3% | $8,703-99.2% | $12,270-99.4% |