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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 | $158,436 | $102,245+55.0% | $89,340+77.3% | $137,256+15.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 25.41% | 21.89%+3.5pp | 20.57%+4.8pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,917 | $2,529-24.2% | $2,231-14.1% | $4,156-53.9% |
| Participant deferral / active EE | $9,669 | $4,436+118.0% | $3,823+152.9% | $6,407+50.9% |
| Admin fee / account holder | $169 | $8,085-97.9% | $6,704-97.5% | $12,270-98.6% |