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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 | $90,477 | $115,225-21.5% | $100,712-10.2% | $138,895-34.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 21.76% | 40.35%-18.6pp | 33.27%-11.5pp | 145.39%-123.6pp |
| Employer contribution / active EE | $3,277 | $2,771+18.2% | $2,313+41.7% | $4,194-21.9% |
| Participant deferral / active EE | $13,530 | $4,699+187.9% | $4,085+231.2% | $6,396+111.5% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |