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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 | $110,544 | $76,312+44.9% | $67,221+64.4% | $158,966-30.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.95% | 22.77%-1.8pp | 20.72%+0.2pp | 302.95%-282.0pp |
| Employer contribution / active EE | $5,600 | $4,476+25.1% | $3,723+50.4% | $4,762+17.6% |
| Participant deferral / active EE | $7,531 | $5,264+43.1% | $4,384+71.8% | $5,983+25.9% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,250-100.0% |