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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 | $123,502 | $88,996+38.8% | $78,004+58.3% | $138,895-11.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 21.77% | 28.03%-6.3pp | 31.07%-9.3pp | 145.39%-123.6pp |
| Employer contribution / active EE | $11,034 | $2,917+278.3% | $2,469+346.9% | $4,194+163.1% |
| Participant deferral / active EE | $17,216 | $4,724+264.4% | $4,092+320.8% | $6,396+169.2% |
| Admin fee / account holder | $150 | $8,807-98.3% | $7,578-98.0% | $12,562-98.8% |