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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 | $107,629 | $135,956-20.8% | $123,894-13.1% | $273,972-60.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.26% | 56.63%-44.4pp | 47.52%-35.3pp | 41.46%-29.2pp |
| Employer contribution / active EE | $25,305 | $5,170+389.5% | $4,617+448.1% | $4,869+419.7% |
| Participant deferral / active EE | $12,316 | $6,343+94.2% | $5,984+105.8% | $5,287+132.9% |
| Admin fee / account holder | $222 | $9,817-97.7% | $8,357-97.3% | $10,133-97.8% |