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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 | $241,655 | $107,733+124.3% | $92,985+159.9% | $154,746+56.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 10.59% | 30.39%-19.8pp | 27.99%-17.4pp | 172.34%-161.7pp |
| Employer contribution / active EE | $4,602 | $3,126+47.2% | $2,662+72.9% | $4,379+5.1% |
| Participant deferral / active EE | $3,620 | $5,053-28.4% | $4,377-17.3% | $6,730-46.2% |
| Admin fee / account holder | $8 | $11,369-99.9% | $9,463-99.9% | $14,365-99.9% |