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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 | $146,176 | $199,109-26.6% | $173,730-15.9% | $154,746-5.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.16% | 20.02%-1.9pp | 19.96%-1.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $11,550 | $5,311+117.5% | $4,577+152.3% | $4,379+163.8% |
| Participant deferral / active EE | $12,066 | $7,113+69.6% | $6,326+90.7% | $6,730+79.3% |
| Admin fee / account holder | $20 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |