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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 | $135,958 | $135,9560% | $123,894+9.7% | $273,972-50.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 26.37% | 56.63%-30.3pp | 47.52%-21.1pp | 41.46%-15.1pp |
| Employer contribution / active EE | $2,306 | $5,170-55.4% | $4,617-50.0% | $4,869-52.6% |
| Participant deferral / active EE | $12,834 | $6,343+102.3% | $5,984+114.5% | $5,287+142.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |