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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 | $150,441 | $201,372-25.3% | $184,260-18.4% | $145,884+3.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.83% | 29.04%-16.2pp | 28.84%-16.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,762 | $7,024-46.4% | $6,427-41.5% | $4,662-19.3% |
| Participant deferral / active EE | $14,468 | $9,808+47.5% | $9,133+58.4% | $6,690+116.3% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |