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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 | $123,000+96.5% | $105,582+128.9% | $198,609+21.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 10.59% | 18.31%-7.7pp | 18.61%-8.0pp | 202.70%-192.1pp |
| Employer contribution / active EE | $4,602 | $3,582+28.5% | $2,984+54.2% | $5,055-9.0% |
| Participant deferral / active EE | $3,620 | $5,013-27.8% | $4,353-16.8% | $6,977-48.1% |
| Admin fee / account holder | $8 | $16,254-100.0% | $12,856-99.9% | $19,030-100.0% |