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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 | $110,611 | $149,741-26.1% | $118,914-7.0% | $158,982-30.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 18.97% | 19.94%-1.0pp | 35.89%-16.9pp | 302.99%-284.0pp |
| Employer contribution / active EE | $8,099 | $4,119+96.6% | $3,264+148.1% | $4,763+70.0% |
| Participant deferral / active EE | $8,248 | $5,226+57.8% | $4,266+93.4% | $5,983+37.8% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |