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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 | $197,599 | $177,595+11.3% | $148,496+33.1% | $198,609-0.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.80% | 9.97%+5.8pp | 12.33%+3.5pp | 202.70%-186.9pp |
| Employer contribution / active EE | $6,966 | $4,098+70.0% | $3,497+99.2% | $5,055+37.8% |
| Participant deferral / active EE | $6,200 | $5,539+11.9% | $4,808+28.9% | $6,977-11.1% |
| Admin fee / account holder | $0 | $27,010-100.0% | $19,547-100.0% | $19,030-100.0% |