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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 | $160,835 | $96,956+65.9% | $69,779+130.5% | $273,972-41.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.59% | 12.93%-7.3pp | 12.99%-7.4pp | 41.46%-35.9pp |
| Employer contribution / active EE | $13,340 | $3,316+302.3% | $2,338+470.5% | $4,869+174.0% |
| Participant deferral / active EE | $11,491 | $3,744+206.9% | $2,931+292.1% | $5,287+117.3% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |