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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 | $172,559 | $93,064+85.4% | $74,577+131.4% | $273,972-37.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.04% | 26.18%-19.1pp | 20.47%-13.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $9,250 | $3,160+192.7% | $2,525+266.3% | $4,869+90.0% |
| Participant deferral / active EE | $8,058 | $4,160+93.7% | $3,458+133.0% | $5,287+52.4% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |