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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 | $229,971 | $110,278+108.5% | $95,740+140.2% | $139,466+64.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 32.90% | 27.19%+5.7pp | 28.41%+4.5pp | 373.66%-340.8pp |
| Employer contribution / active EE | $1,737 | $3,260-46.7% | $2,836-38.8% | $4,754-63.5% |
| Participant deferral / active EE | $17,400 | $4,674+272.2% | $4,244+310.0% | $6,712+159.2% |
| Admin fee / account holder | $119 | $6,613-98.2% | $5,676-97.9% | $11,409-99.0% |