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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 | $136,816 | $211,288-35.2% | $178,540-23.4% | $145,884-6.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.28% | 30.27%-8.0pp | 27.15%-4.9pp | 551.85%-529.6pp |
| Employer contribution / active EE | $10,993 | $4,574+140.3% | $3,953+178.1% | $4,662+135.8% |
| Participant deferral / active EE | $6,886 | $6,967-1.2% | $6,281+9.6% | $6,690+2.9% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |