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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 | $246,509 | $98,240+150.9% | $82,312+199.5% | $147,586+67.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 30.29% | 30.85%-0.6pp | 25.88%+4.4pp | 578.59%-548.3pp |
| Employer contribution / active EE | $2,857 | $3,192-10.5% | $2,428+17.7% | $4,876-41.4% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10 | $8,563-99.9% | $5,608-99.8% | $10,886-99.9% |