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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 | $229,281 | $110,379+107.7% | $102,412+123.9% | $145,884+57.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 28.98% | 24.84%+4.1pp | 24.94%+4.0pp | 551.85%-522.9pp |
| Employer contribution / active EE | $4,067 | $4,216-3.5% | $3,870+5.1% | $4,662-12.8% |
| Participant deferral / active EE | $19,222 | $5,622+241.9% | $5,060+279.9% | $6,690+187.3% |
| Admin fee / account holder | $38 | $9,745-99.6% | $8,388-99.5% | $13,392-99.7% |