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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 | $117,533 | $162,812-27.8% | $133,971-12.3% | $158,966-26.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.67% | 41.94%-23.3pp | 45.09%-26.4pp | 302.95%-284.3pp |
| Employer contribution / active EE | $8,124 | $4,976+63.3% | $3,919+107.3% | $4,762+70.6% |
| Participant deferral / active EE | $12,614 | $5,910+113.4% | $5,047+149.9% | $5,983+110.8% |
| Admin fee / account holder | $233 | $11,741-98.0% | $8,929-97.4% | $11,250-97.9% |