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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 | $80,542 | $71,809+12.2% | $61,048+31.9% | $152,897-47.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.5%+17.5pp |
| Annual return | 26.44% | 29.74%-3.3pp | 26.18%+0.3pp | 345.43%-319.0pp |
| Employer contribution / active EE | $5,600 | $4,545+23.2% | $3,716+50.7% | $4,764+17.6% |
| Participant deferral / active EE | $7,246 | $5,467+32.5% | $4,470+62.1% | $5,851+23.8% |
| Admin fee / account holder | $0 | $4,750-100.0% | $3,728-100.0% | $11,599-100.0% |