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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 | $142,240 | $110,307+28.9% | $96,576+47.3% | $139,456+2.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 30.18% | 26.40%+3.8pp | 25.87%+4.3pp | 373.45%-343.3pp |
| Employer contribution / active EE | $3,851 | $3,619+6.4% | $2,965+29.9% | $4,753-19.0% |
| Participant deferral / active EE | $21,383 | $5,547+285.5% | $4,851+340.8% | $6,711+218.6% |
| Admin fee / account holder | $20 | $11,597-99.8% | $8,253-99.8% | $11,407-99.8% |