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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 | $212,722 | $211,105+0.8% | $178,449+19.2% | $145,978+45.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.19% | 30.19%-13.0pp | 27.09%-9.9pp | 550.52%-533.3pp |
| Employer contribution / active EE | $3,302 | $4,569-27.7% | $3,951-16.4% | $4,662-29.2% |
| Participant deferral / active EE | $30,000 | $6,959+331.1% | $6,277+378.0% | $6,690+348.5% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |