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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 | $120,173 | $124,425-3.4% | $112,040+7.3% | $137,256-12.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.41% | 24.72%+0.7pp | 24.52%+0.9pp | 220.34%-194.9pp |
| Employer contribution / active EE | $23,533 | $3,411+589.8% | $2,954+696.7% | $4,156+466.2% |
| Participant deferral / active EE | $4,800 | $5,718-16.1% | $5,098-5.8% | $6,407-25.1% |
| Admin fee / account holder | $3 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |