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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 | $106,365 | $84,518+25.8% | $67,704+57.1% | $125,389-15.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 3.19% | 2.57%+0.6pp | 25.41%-22.2pp | 282.24%-279.1pp |
| Employer contribution / active EE | $6,449 | $3,292+95.9% | $2,559+152.0% | $4,866+32.5% |
| Participant deferral / active EE | $8,311 | $4,430+87.6% | $3,585+131.8% | $5,352+55.3% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |