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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 | $79,002 | $181,896-56.6% | $156,551-49.5% | $273,972-71.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.28% | 30.74%-14.5pp | 32.23%-15.9pp | 41.46%-25.2pp |
| Employer contribution / active EE | $12,344 | $6,248+97.6% | $5,501+124.4% | $4,869+153.5% |
| Participant deferral / active EE | $13,088 | $5,550+135.8% | $4,871+168.7% | $5,287+147.5% |
| Admin fee / account holder | $186 | $15,560-98.8% | $13,028-98.6% | $10,133-98.2% |