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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 | $245,368 | $65,712+273.4% | $57,196+329.0% | $273,972-10.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.88% | 22.01%-12.1pp | 14.59%-4.7pp | 41.46%-31.6pp |
| Employer contribution / active EE | $5,521 | $3,280+68.3% | $2,683+105.8% | $4,869+13.4% |
| Participant deferral / active EE | $6,985 | $3,782+84.7% | $3,096+125.6% | $5,287+32.1% |
| Admin fee / account holder | $25 | $4,838-99.5% | $3,141-99.2% | $10,133-99.8% |