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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 | $89,307 | $106,267-16.0% | $96,520-7.5% | $139,456-36.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.80% | 38.45%-12.6pp | 35.72%-9.9pp | 373.45%-347.6pp |
| Employer contribution / active EE | $5,634 | $4,105+37.3% | $3,739+50.7% | $4,753+18.5% |
| Participant deferral / active EE | $12,590 | $5,454+130.8% | $4,879+158.1% | $6,711+87.6% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |