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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 | $191,052 | $106,588+79.2% | $94,215+102.8% | $155,188+23.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 15.72% | 29.39%-13.7pp | 28.22%-12.5pp | 148.84%-133.1pp |
| Employer contribution / active EE | $6,563 | $3,080+113.1% | $2,675+145.3% | $4,248+54.5% |
| Participant deferral / active EE | $16,431 | $4,802+242.1% | $4,276+284.3% | $6,531+151.6% |
| Admin fee / account holder | $32 | $12,281-99.7% | $10,216-99.7% | $14,480-99.8% |