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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 | $234,968 | $100,970+132.7% | $96,576+143.3% | $137,256+71.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 35.00% | 38.16%-3.2pp | 38.47%-3.5pp | 220.34%-185.3pp |
| Employer contribution / active EE | $12,675 | $3,809+232.7% | $3,553+256.7% | $4,156+205.0% |
| Participant deferral / active EE | $23,500 | $8,286+183.6% | $7,956+195.4% | $6,407+266.8% |
| Admin fee / account holder | $20 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |