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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 | $165,930 | $167,522-1.0% | $151,639+9.4% | $134,532+23.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 5.62% | 7.81%-2.2pp | 3.34%+2.3pp | 418.27%-412.6pp |
| Employer contribution / active EE | $21,590 | $6,828+216.2% | $6,165+250.2% | $4,741+355.4% |
| Participant deferral / active EE | $14,218 | $8,986+58.2% | $8,363+70.0% | $6,401+122.1% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |