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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 | $179,114 | $123,155+45.4% | $108,753+64.7% | $155,188+15.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.50% | 44.73%-28.2pp | 37.47%-21.0pp | 148.84%-132.3pp |
| Employer contribution / active EE | $6,258 | $2,811+122.6% | $2,427+157.9% | $4,248+47.3% |
| Participant deferral / active EE | $13,826 | $4,623+199.1% | $4,115+236.0% | $6,531+111.7% |
| Admin fee / account holder | $30 | $12,126-99.8% | $10,320-99.7% | $14,480-99.8% |