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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 | $181,667 | $65,712+176.5% | $57,196+217.6% | $273,972-33.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.01% | 22.01%-15.0pp | 14.59%-7.6pp | 41.46%-34.4pp |
| Employer contribution / active EE | $6,724 | $3,280+105.0% | $2,683+150.6% | $4,869+38.1% |
| Participant deferral / active EE | $5,774 | $3,782+52.7% | $3,096+86.5% | $5,287+9.2% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |