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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 | $145,952 | $106,247+37.4% | $96,515+51.2% | $139,466+4.7% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 18.62% | 38.47%-19.8pp | 35.73%-17.1pp | 373.66%-355.0pp |
| Employer contribution / active EE | $10,448 | $4,106+154.5% | $3,740+179.4% | $4,754+119.8% |
| Participant deferral / active EE | $7,592 | $5,456+39.2% | $4,880+55.6% | $6,712+13.1% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |