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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 | $117,535 | $83,908+40.1% | $68,509+71.6% | $125,389-6.3% |
| Participation rate | 81.8% | 78.2%+3.6pp | 74.7%+7.1pp | 83.2%-1.4pp |
| Annual return | 2.41% | 14.48%-12.1pp | 8.27%-5.9pp | 282.24%-279.8pp |
| Employer contribution / active EE | $7,535 | $3,031+148.6% | $2,278+230.8% | $4,866+54.9% |
| Participant deferral / active EE | $7,231 | $4,125+75.3% | $3,382+113.8% | $5,352+35.1% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |