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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 | $114,068 | $124,330-8.3% | $109,173+4.5% | $167,536-31.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.16% | 26.04%-8.9pp | 25.75%-8.6pp | 478.82%-461.7pp |
| Employer contribution / active EE | $4,011 | $4,209-4.7% | $3,723+7.7% | $4,839-17.1% |
| Participant deferral / active EE | $4,813 | $5,256-8.4% | $4,654+3.4% | $6,342-24.1% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |