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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 | $120,576 | $202,440-40.4% | $169,390-28.8% | $139,466-13.5% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 17.42% | 532.36%-514.9pp | 406.07%-388.6pp | 373.66%-356.2pp |
| Employer contribution / active EE | $3,449 | $4,693-26.5% | $4,013-14.0% | $4,754-27.5% |
| Participant deferral / active EE | $13,715 | $6,940+97.6% | $6,222+120.4% | $6,712+104.3% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |