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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 | $123,657 | $228,352-45.8% | $185,835-33.5% | $158,966-22.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.95% | 40.81%-23.9pp | 35.96%-19.0pp | 302.95%-286.0pp |
| Employer contribution / active EE | $1,230 | $4,967-75.2% | $4,087-69.9% | $4,762-74.2% |
| Participant deferral / active EE | $26,000 | $6,416+305.2% | $5,633+361.6% | $5,983+334.6% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |