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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 | $123,155+92.0% | $108,753+117.4% | $155,188+52.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.51% | 44.73%-33.2pp | 37.47%-26.0pp | 148.84%-137.3pp |
| Employer contribution / active EE | $2,540 | $2,811-9.6% | $2,427+4.7% | $4,248-40.2% |
| Participant deferral / active EE | $6,858 | $4,623+48.3% | $4,115+66.7% | $6,531+5.0% |
| Admin fee / account holder | $122 | $12,126-99.0% | $10,320-98.8% | $14,480-99.2% |