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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 | $86,761 | $110,379-21.4% | $102,412-15.3% | $145,884-40.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 32.02% | 24.84%+7.2pp | 24.94%+7.1pp | 551.85%-519.8pp |
| Employer contribution / active EE | $4,590 | $4,216+8.9% | $3,870+18.6% | $4,662-1.6% |
| Participant deferral / active EE | $7,425 | $5,622+32.1% | $5,060+46.7% | $6,690+11.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |