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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 | $142,225 | $88,996+59.8% | $78,004+82.3% | $138,895+2.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 17.60% | 28.03%-10.4pp | 31.07%-13.5pp | 145.39%-127.8pp |
| Employer contribution / active EE | $6,187 | $2,917+112.1% | $2,469+150.6% | $4,194+47.5% |
| Participant deferral / active EE | $8,055 | $4,724+70.5% | $4,092+96.9% | $6,396+25.9% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |