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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 | $109,289 | $201,370-45.7% | $184,256-40.7% | $145,897-25.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.29% | 29.05%-12.8pp | 28.85%-12.6pp | 552.29%-536.0pp |
| Employer contribution / active EE | $2,103 | $7,024-70.1% | $6,427-67.3% | $4,663-54.9% |
| Participant deferral / active EE | $15,927 | $9,808+62.4% | $9,133+74.4% | $6,689+138.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |