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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 | $114,967 | $104,251+10.3% | $91,004+26.3% | $147,586-22.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 23.56% | 27.06%-3.5pp | 4.60%+19.0pp | 578.59%-555.0pp |
| Employer contribution / active EE | $13,969 | $3,116+348.3% | $2,456+468.8% | $4,876+186.5% |
| Participant deferral / active EE | $9,433 | $4,195+124.9% | $3,548+165.9% | $5,439+73.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |