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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 | $122,040 | $181,896-32.9% | $156,551-22.0% | $273,972-55.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.44% | 30.74%-21.3pp | 32.23%-22.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $15,949 | $6,248+155.3% | $5,501+189.9% | $4,869+227.6% |
| Participant deferral / active EE | $10,268 | $5,550+85.0% | $4,871+110.8% | $5,287+94.2% |
| Admin fee / account holder | $4 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |