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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 | $181,634 | $96,558+88.1% | $80,977+124.3% | $273,972-33.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.41% | 15.14%-5.7pp | 17.11%-7.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $11,022 | $4,869+126.4% | $3,715+196.7% | $4,869+126.4% |
| Participant deferral / active EE | $8,105 | $6,598+22.9% | $5,696+42.3% | $5,287+53.3% |
| Admin fee / account holder | $163 | $7,493-97.8% | $5,517-97.0% | $10,133-98.4% |