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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 | $200,676 | $96,956+107.0% | $69,779+187.6% | $273,972-26.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 7.78% | 12.93%-5.2pp | 12.99%-5.2pp | 41.46%-33.7pp |
| Employer contribution / active EE | $3,762 | $3,316+13.5% | $2,338+60.9% | $4,869-22.7% |
| Participant deferral / active EE | $7,121 | $3,744+90.2% | $2,931+143.0% | $5,287+34.7% |
| Admin fee / account holder | $20 | $7,934-99.8% | $4,381-99.6% | $10,133-99.8% |