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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 | $108,205 | $88,707+22.0% | $74,184+45.9% | $273,972-60.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.21% | 11.94%-5.7pp | 17.74%-11.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $15,000 | $3,159+374.8% | $2,370+532.9% | $4,869+208.1% |
| Participant deferral / active EE | $16,704 | $4,212+296.6% | $3,550+370.6% | $5,287+215.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |