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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 | $161,109 | $111,814+44.1% | $103,378+55.8% | $145,978+10.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.68% | 24.80%-14.1pp | 24.91%-14.2pp | 550.52%-539.8pp |
| Employer contribution / active EE | $2,298 | $4,215-45.5% | $3,870-40.6% | $4,662-50.7% |
| Participant deferral / active EE | $4,042 | $5,618-28.1% | $5,058-20.1% | $6,690-39.6% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |