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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 | $141,671 | $111,814+26.7% | $103,378+37.0% | $145,978-3.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.43% | 24.80%-7.4pp | 24.91%-7.5pp | 550.52%-533.1pp |
| Employer contribution / active EE | $3,081 | $4,215-26.9% | $3,870-20.4% | $4,662-33.9% |
| Participant deferral / active EE | $8,439 | $5,618+50.2% | $5,058+66.9% | $6,690+26.2% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |