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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 | $183,843 | $167,415+9.8% | $140,514+30.8% | $198,609-7.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 18.40% | 13.85%+4.6pp | 14.36%+4.0pp | 202.70%-184.3pp |
| Employer contribution / active EE | $4,699 | $4,088+15.0% | $3,378+39.1% | $5,055-7.0% |
| Participant deferral / active EE | $12,095 | $5,579+116.8% | $4,919+145.9% | $6,977+73.4% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |