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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 | $242,077 | $124,980+93.7% | $108,359+123.4% | $154,746+56.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.26% | 45.00%-33.7pp | 36.89%-25.6pp | 172.34%-161.1pp |
| Employer contribution / active EE | $2,871 | $2,851+0.7% | $2,399+19.6% | $4,379-34.4% |
| Participant deferral / active EE | $9,358 | $4,743+97.3% | $4,137+126.2% | $6,730+39.0% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |