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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 | $116,921 | $111,301+5.0% | $112,977+3.5% | $158,982-26.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 26.17% | 26.40%-0.2pp | 24.24%+1.9pp | 302.99%-276.8pp |
| Employer contribution / active EE | $10,985 | $4,471+145.7% | $4,255+158.2% | $4,763+130.6% |
| Participant deferral / active EE | $6,500 | $5,880+10.5% | $5,836+11.4% | $5,983+8.6% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,252-100.0% |