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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 | $237,555 | $124,425+90.9% | $112,040+112.0% | $137,256+73.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.29% | 24.72%-8.4pp | 24.52%-8.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,495 | $3,411+2.5% | $2,954+18.3% | $4,156-15.9% |
| Participant deferral / active EE | $9,319 | $5,718+63.0% | $5,098+82.8% | $6,407+45.5% |
| Admin fee / account holder | $8 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |