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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 | $52,860 | $184,014-71.3% | $161,149-67.2% | $138,895-61.9% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.8%+7.8pp | 79.9%+6.7pp |
| Annual return | 14.94% | 21.52%-6.6pp | 21.16%-6.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $16,259 | $5,055+221.6% | $4,360+272.9% | $4,194+287.7% |
| Participant deferral / active EE | $5,315 | $6,909-23.1% | $6,153-13.6% | $6,396-16.9% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |