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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 | $156,325 | $93,346+67.5% | $71,796+117.7% | $273,972-42.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.04% | 130.39%-128.4pp | 78.04%-76.0pp | 41.46%-39.4pp |
| Employer contribution / active EE | $3,266 | $2,733+19.5% | $1,924+69.7% | $4,869-32.9% |
| Participant deferral / active EE | $17,111 | $3,475+392.4% | $2,794+512.3% | $5,287+223.6% |
| Admin fee / account holder | $72 | $6,571-98.9% | $4,815-98.5% | $10,133-99.3% |