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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 | $96,865 | $192,829-49.8% | $142,516-32.0% | $139,466-30.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 17.98% | 17.99%0pp | 19.99%-2.0pp | 373.66%-355.7pp |
| Employer contribution / active EE | $12,235 | $5,808+110.6% | $4,849+152.3% | $4,754+157.4% |
| Participant deferral / active EE | $6,758 | $7,200-6.1% | $6,280+7.6% | $6,712+0.7% |
| Admin fee / account holder | $66 | $15,120-99.6% | $10,008-99.3% | $11,409-99.4% |