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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 | $106,889 | $106,280+0.6% | $96,538+10.7% | $139,487-23.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.63% | 38.48%-15.9pp | 35.74%-13.1pp | 373.84%-351.2pp |
| Employer contribution / active EE | $11,902 | $4,107+189.8% | $3,740+218.2% | $4,755+150.3% |
| Participant deferral / active EE | $8,752 | $5,457+60.4% | $4,880+79.3% | $6,713+30.4% |
| Admin fee / account holder | $252 | $7,888-96.8% | $6,737-96.3% | $11,407-97.8% |