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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 | $90,263 | $102,609-12.0% | $98,090-8.0% | $138,895-35.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 24.91% | 36.44%-11.5pp | 37.05%-12.1pp | 145.39%-120.5pp |
| Employer contribution / active EE | $1,794 | $3,867-53.6% | $3,606-50.3% | $4,194-57.2% |
| Participant deferral / active EE | $22,425 | $8,167+174.6% | $7,845+185.9% | $6,396+250.6% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |