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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 | $108,441 | $124,330-12.8% | $109,173-0.7% | $167,536-35.3% |
| Participation rate | 90.0% | 79.5%+10.5pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 11.68% | 26.04%-14.4pp | 25.75%-14.1pp | 478.82%-467.1pp |
| Employer contribution / active EE | $9,206 | $4,209+118.7% | $3,723+147.3% | $4,839+90.2% |
| Participant deferral / active EE | $4,157 | $5,256-20.9% | $4,654-10.7% | $6,342-34.5% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |