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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 | $122,679 | $176,786-30.6% | $146,643-16.3% | $167,536-26.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.82% | 24.04%-8.2pp | 22.75%-6.9pp | 478.82%-463.0pp |
| Employer contribution / active EE | $5,857 | $5,161+13.5% | $4,137+41.6% | $4,839+21.0% |
| Participant deferral / active EE | $4,425 | $6,440-31.3% | $5,506-19.6% | $6,342-30.2% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |