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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 | $99,131 | $161,352-38.6% | $134,172-26.1% | $137,256-27.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 18.98% | 28.72%-9.7pp | 25.30%-6.3pp | 220.34%-201.4pp |
| Employer contribution / active EE | $13,000 | $4,099+217.2% | $3,420+280.1% | $4,156+212.8% |
| Participant deferral / active EE | $26,000 | $5,552+368.3% | $4,690+454.3% | $6,407+305.8% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |