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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 | $150,959 | $51,222+194.7% | $70,544+114.0% | $75,173+100.8% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 18.31% | 30.06%-11.7pp | 32.79%-14.5pp | 160.72%-142.4pp |
| Employer contribution / active EE | $7,387 | $1,827+304.4% | $2,976+148.3% | $2,671+176.6% |
| Participant deferral / active EE | $10,475 | $2,850+267.5% | $4,568+129.3% | $4,126+153.9% |
| Admin fee / account holder | $268 | $4,096-93.5% | $6,427-95.8% | $5,651-95.3% |