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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 | $92,026 | $162,812-43.5% | $133,971-31.3% | $158,966-42.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.26% | 41.94%-19.7pp | 45.09%-22.8pp | 302.95%-280.7pp |
| Employer contribution / active EE | $8,072 | $4,976+62.2% | $3,919+106.0% | $4,762+69.5% |
| Participant deferral / active EE | $7,022 | $5,910+18.8% | $5,047+39.1% | $5,983+17.4% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |