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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 | $123,535 | $98,760+25.1% | $149,710-17.5% | $79,860+54.7% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.5%+6.9pp | 69.6%+19.7pp |
| Annual return | 28.96% | 27.43%+1.5pp | 276.63%-247.7pp | 31.72%-2.8pp |
| Employer contribution / active EE | $2,989 | $3,217-7.1% | $4,645-35.6% | $2,471+21.0% |
| Participant deferral / active EE | $4,766 | $5,681-16.1% | $6,842-30.3% | $3,740+27.4% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |