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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 | $202,478 | $184,014+10.0% | $161,149+25.6% | $138,895+45.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 19.65% | 21.52%-1.9pp | 21.16%-1.5pp | 145.39%-125.7pp |
| Employer contribution / active EE | $42,553 | $5,055+741.8% | $4,360+876.0% | $4,194+914.6% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |