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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 | $113,871 | $174,379-34.7% | $152,093-25.1% | $138,895-18.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.55% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $6,664 | $4,652+43.2% | $4,175+59.6% | $4,194+58.9% |
| Participant deferral / active EE | $22,225 | $6,159+260.8% | $5,451+307.7% | $6,396+247.5% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |