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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 | $186,642 | $132,310+41.1% | $105,754+76.5% | $273,972-31.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 9.22% | 10.08%-0.9pp | 12.25%-3.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $26,741 | $4,867+449.5% | $4,079+555.6% | $4,869+449.2% |
| Participant deferral / active EE | $40,293 | $6,233+546.5% | $5,326+656.6% | $5,287+662.1% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |