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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 | $145,881 | $124,980+16.7% | $108,359+34.6% | $154,746-5.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 28.54% | 45.00%-16.5pp | 36.89%-8.3pp | 172.34%-143.8pp |
| Employer contribution / active EE | $3,757 | $2,851+31.8% | $2,399+56.6% | $4,379-14.2% |
| Participant deferral / active EE | $31,000 | $4,743+553.6% | $4,137+649.3% | $6,730+360.6% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |