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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 | $149,242 | $162,785-8.3% | $133,959+11.4% | $158,950-6.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.87% | 41.94%-26.1pp | 45.09%-29.2pp | 302.91%-287.0pp |
| Employer contribution / active EE | $4,990 | $4,975+0.3% | $3,919+27.3% | $4,762+4.8% |
| Participant deferral / active EE | $11,149 | $5,910+88.6% | $5,047+120.9% | $5,983+86.4% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |