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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 | $110,278+14.3% | $95,740+31.7% | $139,466-9.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.15% | 27.19%+1.0pp | 28.41%-0.3pp | 373.66%-345.5pp |
| Employer contribution / active EE | $27,777 | $3,260+751.9% | $2,836+879.4% | $4,754+484.3% |
| Participant deferral / active EE | $34,860 | $4,674+645.7% | $4,244+721.4% | $6,712+419.4% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |