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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 | $150,593 | $199,109-24.4% | $173,730-13.3% | $154,746-2.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.69% | 20.02%-2.3pp | 19.96%-2.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $10,000 | $5,311+88.3% | $4,577+118.5% | $4,379+128.4% |
| Participant deferral / active EE | $14,574 | $7,113+104.9% | $6,326+130.4% | $6,730+116.5% |
| Admin fee / account holder | $265 | $20,916-98.7% | $17,523-98.5% | $14,365-98.2% |