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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 | $126,508 | $136,307-7.2% | $106,619+18.7% | $273,972-53.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.52% | 11.05%-2.5pp | 9.42%-0.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $11,376 | $5,190+119.2% | $3,947+188.2% | $4,869+133.7% |
| Participant deferral / active EE | $7,872 | $4,969+58.4% | $3,930+100.3% | $5,287+48.9% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |