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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 | $107,386 | $110,307-2.6% | $96,576+11.2% | $139,456-23.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.48% | 26.40%-0.9pp | 25.87%-0.4pp | 373.45%-348.0pp |
| Employer contribution / active EE | $31,976 | $3,619+783.5% | $2,965+978.5% | $4,753+572.8% |
| Participant deferral / active EE | $22,000 | $5,547+296.6% | $4,851+353.5% | $6,711+227.8% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |