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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 | $135,144 | $110,212+22.6% | $96,534+40.0% | $139,466-3.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 27.83% | 26.42%+1.4pp | 25.88%+1.9pp | 373.66%-345.8pp |
| Employer contribution / active EE | $3,627 | $3,620+0.2% | $2,965+22.3% | $4,754-23.7% |
| Participant deferral / active EE | $21,790 | $5,547+292.8% | $4,851+349.2% | $6,712+224.6% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |