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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 | $128,791 | $177,595-27.5% | $148,496-13.3% | $198,609-35.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.56% | 9.97%+4.6pp | 12.33%+2.2pp | 202.70%-188.1pp |
| Employer contribution / active EE | $10,754 | $4,098+162.4% | $3,497+207.5% | $5,055+112.7% |
| Participant deferral / active EE | $5,150 | $5,539-7.0% | $4,808+7.1% | $6,977-26.2% |
| Admin fee / account holder | $0 | $27,010-100.0% | $19,547-100.0% | $19,030-100.0% |