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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 | $192,534 | $153,769+25.2% | $133,975+43.7% | $273,972-29.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.68% | 36.51%-30.8pp | 29.29%-23.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $10,684 | $6,029+77.2% | $5,211+105.0% | $4,869+119.4% |
| Participant deferral / active EE | $10,920 | $6,958+56.9% | $6,282+73.8% | $5,287+106.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |