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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 | $107,106 | $182,442-41.3% | $163,379-34.4% | $138,895-22.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.28% | 72.74%-56.5pp | 63.41%-47.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $5,750 | $4,159+38.2% | $3,752+53.2% | $4,194+37.1% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |