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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 | $136,860+73.6% | $120,344+97.4% | $154,746+53.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.29% | 21.38%-5.1pp | 20.30%-4.0pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,495 | $3,533-1.1% | $3,020+15.7% | $4,379-20.2% |
| Participant deferral / active EE | $9,319 | $5,793+60.9% | $5,135+81.5% | $6,730+38.5% |
| Admin fee / account holder | $8 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |