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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 | $218,140 | $153,769+41.9% | $133,975+62.8% | $273,972-20.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.22% | 36.51%-25.3pp | 29.29%-18.1pp | 41.46%-30.2pp |
| Employer contribution / active EE | $29,630 | $6,029+391.5% | $5,211+468.6% | $4,869+508.6% |
| Participant deferral / active EE | $13,616 | $6,958+95.7% | $6,282+116.8% | $5,287+157.5% |
| Admin fee / account holder | $87 | $11,765-99.3% | $9,324-99.1% | $10,133-99.1% |