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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 | $107,666+118.2% | $102,184+129.9% | $154,746+51.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 35.00% | 29.33%+5.7pp | 31.58%+3.4pp | 172.34%-137.3pp |
| Employer contribution / active EE | $12,675 | $3,846+229.5% | $3,594+252.7% | $4,379+189.4% |
| Participant deferral / active EE | $23,500 | $8,719+169.5% | $8,309+182.8% | $6,730+249.2% |
| Admin fee / account holder | $20 | $12,943-99.8% | $11,609-99.8% | $14,365-99.9% |