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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 | $153,422 | $117,433+30.6% | $99,475+54.2% | $152,897+0.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 35.22% | 31.87%+3.4pp | 30.72%+4.5pp | 345.43%-310.2pp |
| Employer contribution / active EE | $1,568 | $3,013-48.0% | $2,540-38.3% | $4,764-67.1% |
| Participant deferral / active EE | $15,100 | $4,086+269.6% | $3,619+317.3% | $5,851+158.1% |
| Admin fee / account holder | $59 | $7,634-99.2% | $6,252-99.1% | $11,599-99.5% |