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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 | $182,312 | $153,769+18.6% | $133,975+36.1% | $273,972-33.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.04% | 36.51%-30.5pp | 29.29%-23.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $18,016 | $6,029+198.8% | $5,211+245.7% | $4,869+270.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $144 | $11,765-98.8% | $9,324-98.5% | $10,133-98.6% |