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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 | $94,890 | $182,442-48.0% | $163,379-41.9% | $138,895-31.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 26.76% | 72.74%-46.0pp | 63.41%-36.7pp | 145.39%-118.6pp |
| Employer contribution / active EE | $11,933 | $4,159+186.9% | $3,752+218.0% | $4,194+184.5% |
| Participant deferral / active EE | $12,743 | $6,817+86.9% | $6,282+102.9% | $6,396+99.2% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |