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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 | $158,553 | $52,580+201.5% | $71,671+121.2% | $70,124+126.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 20.55% | 20.25%+0.3pp | 20.65%-0.1pp | 73.14%-52.6pp |
| Employer contribution / active EE | $2,693 | $1,616+66.7% | $2,460+9.5% | $2,342+15.0% |
| Participant deferral / active EE | $10,159 | $2,386+325.7% | $3,438+195.5% | $3,332+204.9% |
| Admin fee / account holder | $89 | $3,653-97.6% | $5,558-98.4% | $4,645-98.1% |