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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 | $124,526 | $107,733+15.6% | $92,985+33.9% | $154,746-19.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 19.48% | 30.39%-10.9pp | 27.99%-8.5pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,012 | $3,126-35.7% | $2,662-24.4% | $4,379-54.1% |
| Participant deferral / active EE | $7,274 | $5,053+44.0% | $4,377+66.2% | $6,730+8.1% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |