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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 | $116,789 | $199,109-41.3% | $173,730-32.8% | $154,746-24.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 23.50% | 20.02%+3.5pp | 19.96%+3.5pp | 172.34%-148.8pp |
| Employer contribution / active EE | $7,416 | $5,311+39.6% | $4,577+62.0% | $4,379+69.4% |
| Participant deferral / active EE | $26,137 | $7,113+267.5% | $6,326+313.1% | $6,730+288.3% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |