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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 | $147,495 | $110,240+33.8% | $96,544+52.8% | $139,487+5.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.14% | 26.41%-7.3pp | 25.88%-6.7pp | 373.84%-354.7pp |
| Employer contribution / active EE | $3,808 | $3,622+5.1% | $2,966+28.4% | $4,755-19.9% |
| Participant deferral / active EE | $10,834 | $5,549+95.3% | $4,851+123.3% | $6,713+61.4% |
| Admin fee / account holder | $2 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |