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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 | $109,501 | $96,558+13.4% | $80,977+35.2% | $273,972-60.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.08% | 15.14%-5.1pp | 17.11%-7.0pp | 41.46%-31.4pp |
| Employer contribution / active EE | $8,674 | $4,869+78.2% | $3,715+133.5% | $4,869+78.2% |
| Participant deferral / active EE | $5,444 | $6,598-17.5% | $5,696-4.4% | $5,287+3.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |