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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 | $120,540 | $184,014-34.5% | $161,149-25.2% | $138,895-13.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 20.91% | 21.52%-0.6pp | 21.16%-0.2pp | 145.39%-124.5pp |
| Employer contribution / active EE | $12,669 | $5,055+150.6% | $4,360+190.6% | $4,194+202.1% |
| Participant deferral / active EE | $24,398 | $6,909+253.1% | $6,153+296.5% | $6,396+281.4% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |