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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 | $123,540 | $94,439+30.8% | $73,658+67.7% | $154,746-20.2% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 20.04% | 28.25%-8.2pp | 29.72%-9.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $4,306 | $1,257+242.5% | $1,032+317.1% | $4,379-1.7% |
| Participant deferral / active EE | $16,532 | $2,527+554.2% | $2,062+701.8% | $6,730+145.6% |
| Admin fee / account holder | $173 | $3,843-95.5% | $3,357-94.9% | $14,365-98.8% |