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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 | $177,681 | $215,361-17.5% | $171,082+3.9% | $273,972-35.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.23% | 25.14%-14.9pp | 32.56%-22.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $4,521 | $4,967-9.0% | $4,002+13.0% | $4,869-7.1% |
| Participant deferral / active EE | $12,477 | $5,543+125.1% | $4,797+160.1% | $5,287+136.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |