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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 | $119,997 | $124,980-4.0% | $108,359+10.7% | $154,746-22.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.81% | 45.00%-27.2pp | 36.89%-19.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $4,960 | $2,851+74.0% | $2,399+106.7% | $4,379+13.3% |
| Participant deferral / active EE | $17,360 | $4,743+266.0% | $4,137+319.6% | $6,730+157.9% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |