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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 | $120,246 | $97,020+23.9% | $83,327+44.3% | $135,380-11.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 4.76% | 12.31%-7.6pp | 10.64%-5.9pp | 519.81%-515.0pp |
| Employer contribution / active EE | $19,347 | $4,144+366.9% | $3,379+472.6% | $4,779+304.8% |
| Participant deferral / active EE | $17,839 | $5,964+199.1% | $5,565+220.5% | $5,609+218.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |