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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 | $176,454 | $96,558+82.7% | $80,977+117.9% | $273,972-35.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.44% | 15.14%-7.7pp | 17.11%-9.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $4,777 | $4,869-1.9% | $3,715+28.6% | $4,869-1.9% |
| Participant deferral / active EE | $17,552 | $6,598+166.0% | $5,696+208.1% | $5,287+232.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |