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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 | $110,442 | $110,379+0.1% | $102,412+7.8% | $145,884-24.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.60% | 24.84%-12.2pp | 24.94%-12.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $8,575 | $4,216+103.4% | $3,870+121.6% | $4,662+83.9% |
| Participant deferral / active EE | $16,531 | $5,622+194.0% | $5,060+226.7% | $6,690+147.1% |
| Admin fee / account holder | $151 | $9,745-98.4% | $8,388-98.2% | $13,392-98.9% |