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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 | $197,382 | $167,415+17.9% | $140,514+40.5% | $198,609-0.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 13.71% | 13.85%-0.1pp | 14.36%-0.6pp | 202.70%-189.0pp |
| Employer contribution / active EE | $2,454 | $4,088-40.0% | $3,378-27.4% | $5,055-51.5% |
| Participant deferral / active EE | $10,431 | $5,579+87.0% | $4,919+112.1% | $6,977+49.5% |
| Admin fee / account holder | $70 | $16,730-99.6% | $13,697-99.5% | $19,030-99.6% |