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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 | $92,882 | $106,280-12.6% | $96,538-3.8% | $139,487-33.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.74% | 38.48%-24.7pp | 35.74%-22.0pp | 373.84%-360.1pp |
| Employer contribution / active EE | $8,802 | $4,107+114.3% | $3,740+135.3% | $4,755+85.1% |
| Participant deferral / active EE | $6,666 | $5,457+22.2% | $4,880+36.6% | $6,713-0.7% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |