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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 | $113,952 | $110,307+3.3% | $96,576+18.0% | $139,456-18.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.38% | 26.40%-13.0pp | 25.87%-12.5pp | 373.45%-360.1pp |
| Employer contribution / active EE | $19,475 | $3,619+438.1% | $2,965+556.8% | $4,753+309.8% |
| Participant deferral / active EE | $12,563 | $5,547+126.5% | $4,851+159.0% | $6,711+87.2% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |