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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 | $160,076 | $254,759-37.2% | $216,567-26.1% | $198,609-19.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 19.82% | 10.04%+9.8pp | 12.94%+6.9pp | 202.70%-182.9pp |
| Employer contribution / active EE | $2,205 | $6,096-63.8% | $5,216-57.7% | $5,055-56.4% |
| Participant deferral / active EE | $9,310 | $6,948+34.0% | $6,191+50.4% | $6,977+33.4% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |