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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 | $215,979 | $93,064+132.1% | $74,577+189.6% | $273,972-21.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 13.42% | 26.18%-12.8pp | 20.47%-7.1pp | 41.46%-28.0pp |
| Employer contribution / active EE | $3,131 | $3,160-0.9% | $2,525+24.0% | $4,869-35.7% |
| Participant deferral / active EE | $14,676 | $4,160+252.7% | $3,458+324.4% | $5,287+177.6% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |