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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 | $151,899 | $201,264-24.5% | $184,185-17.5% | $145,978+4.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.23% | 29.00%-11.8pp | 28.81%-11.6pp | 550.52%-533.3pp |
| Employer contribution / active EE | $4,959 | $7,021-29.4% | $6,426-22.8% | $4,662+6.4% |
| Participant deferral / active EE | $18,958 | $9,806+93.3% | $9,132+107.6% | $6,690+183.4% |
| Admin fee / account holder | $2 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |