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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 | $55,202 | $153,311-64.0% | $109,313-49.5% | $273,972-79.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.76% | 29.86%-26.1pp | 22.07%-18.3pp | 41.46%-37.7pp |
| Employer contribution / active EE | $17,979 | $5,619+219.9% | $3,892+361.9% | $4,869+269.3% |
| Participant deferral / active EE | $12,097 | $3,932+207.6% | $3,166+282.0% | $5,287+128.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |