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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 | $117,846-5.1% | $102,434+9.2% | $145,884-23.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.90% | 31.90%-16.0pp | 29.46%-13.6pp | 551.85%-535.9pp |
| Employer contribution / active EE | $6,302 | $3,615+74.3% | $3,023+108.4% | $4,662+35.2% |
| Participant deferral / active EE | $4,374 | $5,733-23.7% | $5,055-13.5% | $6,690-34.6% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |