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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 | $102,245-2.6% | $89,340+11.4% | $137,256-27.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 24.68% | 21.89%+2.8pp | 20.57%+4.1pp | 220.34%-195.7pp |
| Employer contribution / active EE | $4,687 | $2,529+85.3% | $2,231+110.1% | $4,156+12.8% |
| Participant deferral / active EE | $17,100 | $4,436+285.4% | $3,823+347.3% | $6,407+166.9% |
| Admin fee / account holder | $20 | $8,085-99.8% | $6,704-99.7% | $12,270-99.8% |