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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 | $136,283 | $181,896-25.1% | $156,551-12.9% | $273,972-50.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.82% | 30.74%-24.9pp | 32.23%-26.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $14,267 | $6,248+128.3% | $5,501+159.3% | $4,869+193.0% |
| Participant deferral / active EE | $8,823 | $5,550+59.0% | $4,871+81.1% | $5,287+66.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |