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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 | $126,097 | $110,248+14.4% | $95,728+31.7% | $139,456-9.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.15% | 27.16%+1.0pp | 28.40%-0.2pp | 373.45%-345.3pp |
| Employer contribution / active EE | $27,777 | $3,258+752.5% | $2,835+879.8% | $4,753+484.4% |
| Participant deferral / active EE | $34,860 | $4,675+645.6% | $4,245+721.2% | $6,711+419.4% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |