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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 | $149,870 | $110,303+35.9% | $95,759+56.5% | $139,487+7.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.43% | 27.19%-4.8pp | 28.42%-6.0pp | 373.84%-351.4pp |
| Employer contribution / active EE | $2,304 | $3,261-29.3% | $2,836-18.8% | $4,755-51.5% |
| Participant deferral / active EE | $16,685 | $4,674+256.9% | $4,244+293.2% | $6,713+148.6% |
| Admin fee / account holder | $20 | $6,615-99.7% | $5,678-99.6% | $11,407-99.8% |