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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 | $213,281 | $100,970+111.2% | $96,576+120.8% | $137,256+55.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.21% | 38.16%-18.0pp | 38.47%-18.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,660 | $3,809-30.2% | $3,553-25.1% | $4,156-36.0% |
| Participant deferral / active EE | $6,011 | $8,286-27.5% | $7,956-24.5% | $6,407-6.2% |
| Admin fee / account holder | $140 | $11,312-98.8% | $11,381-98.8% | $12,270-98.9% |