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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 | $99,533 | $106,247-6.3% | $96,515+3.1% | $139,466-28.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.14% | 38.47%-21.3pp | 35.73%-18.6pp | 373.66%-356.5pp |
| Employer contribution / active EE | $7,728 | $4,106+88.2% | $3,740+106.6% | $4,754+62.6% |
| Participant deferral / active EE | $3,612 | $5,456-33.8% | $4,880-26.0% | $6,712-46.2% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |