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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 | $94,423 | $53,774+75.6% | $134,162-29.6% | $79,856+18.2% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 19.27% | 19.01%+0.3pp | 36.35%-17.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $6,201 | $1,322+369.3% | $3,705+67.4% | $2,471+150.9% |
| Participant deferral / active EE | $1,943 | $2,420-19.7% | $3,500-44.5% | $3,741-48.1% |
| Admin fee / account holder | $186 | $3,985-95.3% | $6,685-97.2% | $5,306-96.5% |