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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 | $104,549 | $124,425-16.0% | $112,040-6.7% | $137,256-23.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.63% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,431 | $3,411-28.7% | $2,954-17.7% | $4,156-41.5% |
| Participant deferral / active EE | $22,188 | $5,718+288.0% | $5,098+335.3% | $6,407+246.3% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |