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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 | $96,898 | $106,280-8.8% | $96,538+0.4% | $139,487-30.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 19.86% | 38.48%-18.6pp | 35.74%-15.9pp | 373.84%-354.0pp |
| Employer contribution / active EE | $12,336 | $4,107+200.4% | $3,740+229.8% | $4,755+159.4% |
| Participant deferral / active EE | $3,081 | $5,457-43.5% | $4,880-36.9% | $6,713-54.1% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |