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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 | $98,982 | $118,488-16.5% | $98,462+0.5% | $139,487-29.0% |
| Participation rate | 93.3% | 77.5%+15.9pp | 75.2%+18.2pp | 80.3%+13.0pp |
| Annual return | 21.69% | 18.96%+2.7pp | 21.17%+0.5pp | 373.84%-352.2pp |
| Employer contribution / active EE | $4,918 | $3,611+36.2% | $3,049+61.3% | $4,755+3.4% |
| Participant deferral / active EE | $12,286 | $5,393+127.8% | $4,738+159.3% | $6,713+83.0% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |