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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 | $239,677 | $138,312+73.3% | $122,979+94.9% | $155,188+54.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 31.04% | 22.06%+9.0pp | 20.12%+10.9pp | 148.84%-117.8pp |
| Employer contribution / active EE | $2,006 | $3,530-43.2% | $3,062-34.5% | $4,248-52.8% |
| Participant deferral / active EE | $2,526 | $5,592-54.8% | $5,003-49.5% | $6,531-61.3% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |