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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 | $101,625 | $135,956-25.3% | $123,894-18.0% | $273,972-62.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.50% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $19,735 | $5,170+281.7% | $4,617+327.5% | $4,869+305.3% |
| Participant deferral / active EE | $11,740 | $6,343+85.1% | $5,984+96.2% | $5,287+122.0% |
| Admin fee / account holder | $180 | $9,817-98.2% | $8,357-97.8% | $10,133-98.2% |