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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 | $58,544 | $88,707-34.0% | $74,184-21.1% | $273,972-78.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 25.27% | 11.94%+13.3pp | 17.74%+7.5pp | 41.46%-16.2pp |
| Employer contribution / active EE | $3,935 | $3,159+24.6% | $2,370+66.0% | $4,869-19.2% |
| Participant deferral / active EE | $6,692 | $4,212+58.9% | $3,550+88.5% | $5,287+26.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |