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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 | $104,903 | $86,701+21.0% | $73,309+43.1% | $125,389-16.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.10% | 2.78%-2.9pp | 5.67%-5.8pp | 282.24%-282.3pp |
| Employer contribution / active EE | $19,725 | $4,152+375.0% | $3,237+509.3% | $4,866+305.3% |
| Participant deferral / active EE | $20,750 | $5,549+273.9% | $4,991+315.7% | $5,352+287.7% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |