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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 | $138,091 | $177,156-22.1% | $147,027-6.1% | $154,746-10.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 20.46% | 21.94%-1.5pp | 20.23%+0.2pp | 172.34%-151.9pp |
| Employer contribution / active EE | $4,132 | $4,336-4.7% | $3,626+14.0% | $4,379-5.6% |
| Participant deferral / active EE | $23,500 | $5,797+305.4% | $4,933+376.4% | $6,730+249.2% |
| Admin fee / account holder | $20 | $14,904-99.9% | $12,223-99.8% | $14,365-99.9% |