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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 | $147,599 | $87,166+69.3% | $76,735+92.3% | $137,256+7.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.59% | 26.50%-9.9pp | 29.77%-13.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,368 | $2,904-18.5% | $2,454-3.5% | $4,156-43.0% |
| Participant deferral / active EE | $9,706 | $4,726+105.4% | $4,088+137.4% | $6,407+51.5% |
| Admin fee / account holder | $171 | $8,403-98.0% | $7,189-97.6% | $12,270-98.6% |