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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 | $116,649 | $100,970+15.5% | $96,576+20.8% | $137,256-15.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.68% | 38.16%-25.5pp | 38.47%-25.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $14,192 | $3,809+272.6% | $3,553+299.4% | $4,156+241.5% |
| Participant deferral / active EE | $5,300 | $8,286-36.0% | $7,956-33.4% | $6,407-17.3% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |