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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 | $247,208 | $161,352+53.2% | $134,172+84.2% | $137,256+80.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.26% | 28.72%-12.5pp | 25.30%-9.0pp | 220.34%-204.1pp |
| Employer contribution / active EE | $4,425 | $4,099+8.0% | $3,420+29.4% | $4,156+6.5% |
| Participant deferral / active EE | $60,375 | $5,552+987.4% | $4,690+1187.2% | $6,407+842.4% |
| Admin fee / account holder | $228 | $15,028-98.5% | $12,016-98.1% | $12,270-98.1% |