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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 | $91,773 | $91,037+0.8% | $71,671+28.0% | $147,585-37.8% |
| Participation rate | 88.9% | 76.1%+12.8pp | 68.7%+20.1pp | 82.8%+6.1pp |
| Annual return | 17.27% | 20.48%-3.2pp | 20.65%-3.4pp | 578.58%-561.3pp |
| Employer contribution / active EE | $4,233 | $3,327+27.2% | $2,460+72.1% | $4,876-13.2% |
| Participant deferral / active EE | $11,714 | $4,498+160.4% | $3,438+240.7% | $5,439+115.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |