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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 | $159,705 | $106,280+50.3% | $96,538+65.4% | $139,487+14.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 39.26% | 38.48%+0.8pp | 35.74%+3.5pp | 373.84%-334.6pp |
| Employer contribution / active EE | $4,015 | $4,107-2.2% | $3,740+7.3% | $4,755-15.6% |
| Participant deferral / active EE | $18,882 | $5,457+246.0% | $4,880+286.9% | $6,713+181.3% |
| Admin fee / account holder | $53 | $7,888-99.3% | $6,737-99.2% | $11,407-99.5% |