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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 | $101,143 | $135,956-25.6% | $123,894-18.4% | $273,972-63.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.92% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $13,858 | $5,170+168.1% | $4,617+200.2% | $4,869+184.6% |
| Participant deferral / active EE | $12,505 | $6,343+97.2% | $5,984+109.0% | $5,287+136.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |