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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 | $102,609+129.0% | $98,090+139.5% | $138,895+69.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 35.00% | 36.44%-1.4pp | 37.05%-2.0pp | 145.39%-110.4pp |
| Employer contribution / active EE | $12,675 | $3,867+227.8% | $3,606+251.5% | $4,194+202.2% |
| Participant deferral / active EE | $23,500 | $8,167+187.7% | $7,845+199.6% | $6,396+267.4% |
| Admin fee / account holder | $20 | $11,434-99.8% | $11,815-99.8% | $12,562-99.8% |