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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 | $93,158 | $100,970-7.7% | $96,576-3.5% | $137,256-32.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 29.39% | 38.16%-8.8pp | 38.47%-9.1pp | 220.34%-191.0pp |
| Employer contribution / active EE | $12,959 | $3,809+240.2% | $3,553+264.7% | $4,156+211.8% |
| Participant deferral / active EE | $11,654 | $8,286+40.6% | $7,956+46.5% | $6,407+81.9% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |