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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 | $89,231 | $126,661-29.6% | $113,397-21.3% | $138,895-35.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 37.12% | 25.05%+12.1pp | 23.20%+13.9pp | 145.39%-108.3pp |
| Employer contribution / active EE | $6,250 | $3,456+80.8% | $2,977+109.9% | $4,194+49.0% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |