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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 | $100,811+24.1% | $86,698+44.4% | $134,545-7.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | 17.94% | 29.11%-11.2pp | 35.96%-18.0pp | 418.37%-400.4pp |
| Employer contribution / active EE | $12,008 | $3,490+244.0% | $2,837+323.3% | $4,742+153.2% |
| Participant deferral / active EE | $8,869 | $5,339+66.1% | $4,656+90.5% | $6,401+38.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |