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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 | $92,855 | $106,974-13.2% | $90,796+2.3% | $138,895-33.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 20.27% | 20.10%+0.2pp | 19.29%+1.0pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,664 | $2,609-36.2% | $2,294-27.5% | $4,194-60.3% |
| Participant deferral / active EE | $17,056 | $4,455+282.9% | $3,822+346.3% | $6,396+166.7% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |