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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 | $184,569 | $132,310+39.5% | $105,754+74.5% | $273,972-32.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 8.21% | 10.08%-1.9pp | 12.25%-4.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $12,947 | $4,867+166.0% | $4,079+217.4% | $4,869+165.9% |
| Participant deferral / active EE | $14,382 | $6,233+130.7% | $5,326+170.1% | $5,287+172.0% |
| Admin fee / account holder | -$469 | $12,036-103.9% | $8,309-105.6% | $10,133-104.6% |