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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 | $81,695 | $69,541+17.5% | $59,899+36.4% | $135,380-39.7% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.7%+18.6pp | 82.6%+10.7pp |
| Annual return | 16.10% | 7.95%+8.2pp | 3.46%+12.6pp | 519.81%-503.7pp |
| Employer contribution / active EE | $5,628 | $3,236+73.9% | $2,723+106.7% | $4,779+17.8% |
| Participant deferral / active EE | $5,031 | $4,206+19.6% | $3,402+47.9% | $5,609-10.3% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |