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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 | $90,375 | $135,956-33.5% | $123,894-27.1% | $273,972-67.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.20% | 56.63%-41.4pp | 47.52%-32.3pp | 41.46%-26.3pp |
| Employer contribution / active EE | $41,000 | $5,170+693.1% | $4,617+788.1% | $4,869+742.1% |
| Participant deferral / active EE | $12,000 | $6,343+89.2% | $5,984+100.5% | $5,287+127.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |