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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 | $146,083 | $117,433+24.4% | $99,475+46.9% | $152,897-4.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 27.14% | 31.87%-4.7pp | 30.72%-3.6pp | 345.43%-318.3pp |
| Employer contribution / active EE | $2,080 | $3,013-31.0% | $2,540-18.1% | $4,764-56.3% |
| Participant deferral / active EE | $6,409 | $4,086+56.9% | $3,619+77.1% | $5,851+9.5% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |