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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 | $116,130 | $111,301+4.3% | $112,977+2.8% | $158,950-26.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 15.20% | 26.40%-11.2pp | 24.24%-9.0pp | 302.91%-287.7pp |
| Employer contribution / active EE | $2,707 | $4,471-39.5% | $4,255-36.4% | $4,762-43.2% |
| Participant deferral / active EE | $11,128 | $5,880+89.3% | $5,836+90.7% | $5,983+86.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,248-100.0% |