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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 | $114,588 | $228,395-49.8% | $185,861-38.3% | $158,982-27.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 31.16% | 40.82%-9.7pp | 35.96%-4.8pp | 302.99%-271.8pp |
| Employer contribution / active EE | $29,180 | $4,968+487.4% | $4,088+613.8% | $4,763+512.7% |
| Participant deferral / active EE | $13,000 | $6,417+102.6% | $5,634+130.7% | $5,983+117.3% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |