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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 | $237,113 | $105,623+124.5% | $87,502+171.0% | $273,972-13.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 24.40% | 12.26%+12.1pp | 12.21%+12.2pp | 41.46%-17.1pp |
| Employer contribution / active EE | $2,905 | $3,141-7.5% | $2,550+13.9% | $4,869-40.3% |
| Participant deferral / active EE | $10,894 | $3,601+202.5% | $3,149+246.0% | $5,287+106.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |