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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 | $103,407 | $97,125+6.5% | $86,233+19.9% | $137,256-24.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.36% | 74.19%-56.8pp | 61.39%-44.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,100 | $2,841+9.1% | $2,504+23.8% | $4,156-25.4% |
| Participant deferral / active EE | $15,500 | $5,180+199.2% | $4,559+240.0% | $6,407+141.9% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |