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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 | $225,704 | $104,694+115.6% | $85,709+163.3% | $167,536+34.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 26.80% | 21.45%+5.4pp | 21.49%+5.3pp | 478.82%-452.0pp |
| Employer contribution / active EE | $2,722 | $3,337-18.4% | $2,619+4.0% | $4,839-43.7% |
| Participant deferral / active EE | $9,537 | $4,826+97.6% | $3,924+143.1% | $6,342+50.4% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |