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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 | $130,399 | $161,352-19.2% | $134,172-2.8% | $137,256-5.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.43% | 28.72%-12.3pp | 25.30%-8.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $15,591 | $4,099+280.4% | $3,420+355.9% | $4,156+275.1% |
| Participant deferral / active EE | $9,116 | $5,552+64.2% | $4,690+94.4% | $6,407+42.3% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |