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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 | $125,154 | $100,792+24.2% | $86,691+44.4% | $134,509-7.0% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | 17.94% | 29.08%-11.1pp | 35.94%-18.0pp | 418.13%-400.2pp |
| Employer contribution / active EE | $12,008 | $3,491+244.0% | $2,837+323.3% | $4,741+153.3% |
| Participant deferral / active EE | $8,869 | $5,339+66.1% | $4,656+90.5% | $6,400+38.6% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |