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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 | $111,852 | $117,904-5.1% | $102,457+9.2% | $145,978-23.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.90% | 31.80%-15.9pp | 29.41%-13.5pp | 550.52%-534.6pp |
| Employer contribution / active EE | $6,302 | $3,613+74.4% | $3,022+108.5% | $4,662+35.2% |
| Participant deferral / active EE | $4,374 | $5,733-23.7% | $5,054-13.5% | $6,690-34.6% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |