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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 | $124,146 | $111,814+11.0% | $103,374+20.1% | $145,959-14.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.74% | 24.77%-10.0pp | 24.89%-10.2pp | 561.95%-547.2pp |
| Employer contribution / active EE | $8,889 | $4,214+111.0% | $3,869+129.7% | $4,661+90.7% |
| Participant deferral / active EE | $20,329 | $5,618+261.8% | $5,058+302.0% | $6,689+203.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |