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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 | $89,134 | $91,037-2.1% | $71,671+24.4% | $147,586-39.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 20.60% | 20.48%+0.1pp | 20.65%0pp | 578.59%-558.0pp |
| Employer contribution / active EE | $3,717 | $3,327+11.7% | $2,460+51.1% | $4,876-23.8% |
| Participant deferral / active EE | $9,000 | $4,498+100.1% | $3,438+161.8% | $5,439+65.5% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |