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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 | $211,105-35.2% | $178,449-23.3% | $145,978-6.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.28% | 30.19%-7.9pp | 27.09%-4.8pp | 550.52%-528.2pp |
| Employer contribution / active EE | $10,993 | $4,569+140.6% | $3,951+178.2% | $4,662+135.8% |
| Participant deferral / active EE | $6,886 | $6,959-1.1% | $6,277+9.7% | $6,690+2.9% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |