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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 | $237,162 | $126,661+87.2% | $113,397+109.1% | $138,895+70.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 16.49% | 25.05%-8.6pp | 23.20%-6.7pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,799 | $3,456-19.0% | $2,977-6.0% | $4,194-33.3% |
| Participant deferral / active EE | $22,101 | $5,693+288.2% | $5,076+335.4% | $6,396+245.5% |
| Admin fee / account holder | $40 | $14,549-99.7% | $11,957-99.7% | $12,562-99.7% |