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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 | $87,060 | $115,225-24.4% | $100,712-13.6% | $138,895-37.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 16.77% | 40.35%-23.6pp | 33.27%-16.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $7,686 | $2,771+177.4% | $2,313+232.3% | $4,194+83.3% |
| Participant deferral / active EE | $11,000 | $4,699+134.1% | $4,085+169.3% | $6,396+72.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |