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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 | $124,509 | $107,666+15.6% | $102,184+21.8% | $154,746-19.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 32.03% | 29.33%+2.7pp | 31.58%+0.5pp | 172.34%-140.3pp |
| Employer contribution / active EE | $2,288 | $3,846-40.5% | $3,594-36.3% | $4,379-47.8% |
| Participant deferral / active EE | $21,888 | $8,719+151.0% | $8,309+163.4% | $6,730+225.2% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |