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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 | $96,998 | $127,387-23.9% | $115,038-15.7% | $125,389-22.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 16.49% | 31.28%-14.8pp | 26.14%-9.6pp | 282.24%-265.7pp |
| Employer contribution / active EE | $12,292 | $5,166+137.9% | $4,608+166.8% | $4,866+152.6% |
| Participant deferral / active EE | $8,360 | $6,423+30.2% | $6,026+38.7% | $5,352+56.2% |
| Admin fee / account holder | $4 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |