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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 | $106,049 | $124,980-15.1% | $108,359-2.1% | $154,746-31.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.46% | 45.00%-23.5pp | 36.89%-15.4pp | 172.34%-150.9pp |
| Employer contribution / active EE | $7,232 | $2,851+153.7% | $2,399+201.4% | $4,379+65.1% |
| Participant deferral / active EE | $7,833 | $4,743+65.2% | $4,137+89.3% | $6,730+16.4% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |