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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 | $109,928 | $181,062-39.3% | $158,223-30.5% | $155,188-29.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 24.97% | 57.39%-32.4pp | 52.09%-27.1pp | 148.84%-123.9pp |
| Employer contribution / active EE | $10,340 | $4,565+126.5% | $4,109+151.7% | $4,248+143.4% |
| Participant deferral / active EE | $4,686 | $6,134-23.6% | $5,467-14.3% | $6,531-28.3% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |