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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 | $187,555 | $177,595+5.6% | $148,496+26.3% | $198,609-5.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.36% | 9.97%+8.4pp | 12.33%+6.0pp | 202.70%-184.3pp |
| Employer contribution / active EE | $1,827 | $4,098-55.4% | $3,497-47.8% | $5,055-63.9% |
| Participant deferral / active EE | $5,989 | $5,539+8.1% | $4,808+24.5% | $6,977-14.2% |
| Admin fee / account holder | $0 | $27,010-100.0% | $19,547-100.0% | $19,030-100.0% |