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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 | $138,312-13.1% | $122,979-2.3% | $155,188-22.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 25.41% | 22.06%+3.3pp | 20.12%+5.3pp | 148.84%-123.4pp |
| Employer contribution / active EE | $23,533 | $3,530+566.6% | $3,062+668.5% | $4,248+454.0% |
| Participant deferral / active EE | $4,800 | $5,592-14.2% | $5,003-4.1% | $6,531-26.5% |
| Admin fee / account holder | $3 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |