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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 | $87,139 | $107,733-19.1% | $92,985-6.3% | $154,746-43.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 24.24% | 30.39%-6.2pp | 27.99%-3.8pp | 172.34%-148.1pp |
| Employer contribution / active EE | $2,903 | $3,126-7.1% | $2,662+9.0% | $4,379-33.7% |
| Participant deferral / active EE | $23,455 | $5,053+364.2% | $4,377+435.9% | $6,730+248.5% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |