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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 | $191,795 | $211,288-9.2% | $178,540+7.4% | $145,884+31.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.00% | 30.27%-16.3pp | 27.15%-13.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $25,000 | $4,574+446.6% | $3,953+532.4% | $4,662+436.2% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |