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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 | $236,458 | $115,225+105.2% | $100,712+134.8% | $138,895+70.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.51% | 40.35%-28.8pp | 33.27%-21.8pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,540 | $2,771-8.3% | $2,313+9.8% | $4,194-39.4% |
| Participant deferral / active EE | $6,858 | $4,699+45.9% | $4,085+67.9% | $6,396+7.2% |
| Admin fee / account holder | $122 | $10,844-98.9% | $9,256-98.7% | $12,562-99.0% |