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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 | $106,588+126.7% | $94,215+156.5% | $155,188+55.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 10.59% | 29.39%-18.8pp | 28.22%-17.6pp | 148.84%-138.2pp |
| Employer contribution / active EE | $4,602 | $3,080+49.4% | $2,675+72.0% | $4,248+8.3% |
| Participant deferral / active EE | $3,620 | $4,802-24.6% | $4,276-15.3% | $6,531-44.6% |
| Admin fee / account holder | $8 | $12,281-99.9% | $10,216-99.9% | $14,480-99.9% |