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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 | $213,785-29.6% | $185,441-18.8% | $155,188-3.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.69% | 19.97%-2.3pp | 20.16%-2.5pp | 148.84%-131.1pp |
| Employer contribution / active EE | $10,000 | $5,393+85.4% | $4,672+114.0% | $4,248+135.4% |
| Participant deferral / active EE | $14,574 | $6,864+112.3% | $6,152+136.9% | $6,531+123.1% |
| Admin fee / account holder | $265 | $21,134-98.7% | $17,890-98.5% | $14,480-98.2% |