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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 | $129,871 | $124,425+4.4% | $112,040+15.9% | $137,256-5.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.56% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $7,346 | $3,411+115.3% | $2,954+148.7% | $4,156+76.8% |
| Participant deferral / active EE | $8,564 | $5,718+49.8% | $5,098+68.0% | $6,407+33.7% |
| Admin fee / account holder | $10 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |