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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 | $216,470 | $64,311+236.6% | $57,356+277.4% | $125,389+72.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.35% | 25.14%-23.8pp | 24.41%-23.1pp | 282.24%-280.9pp |
| Employer contribution / active EE | $5,554 | $3,193+74.0% | $2,689+106.6% | $4,866+14.1% |
| Participant deferral / active EE | $7,078 | $3,846+84.0% | $3,162+123.9% | $5,352+32.3% |
| Admin fee / account holder | $25 | $5,243-99.5% | $3,357-99.3% | $9,541-99.7% |