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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 | $99,559 | $106,974-6.9% | $90,796+9.7% | $138,895-28.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 24.68% | 20.10%+4.6pp | 19.29%+5.4pp | 145.39%-120.7pp |
| Employer contribution / active EE | $4,687 | $2,609+79.7% | $2,294+104.3% | $4,194+11.8% |
| Participant deferral / active EE | $17,100 | $4,455+283.9% | $3,822+347.4% | $6,396+167.3% |
| Admin fee / account holder | $20 | $8,626-99.8% | $7,024-99.7% | $12,562-99.8% |