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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 | $69,692 | $153,311-54.5% | $109,313-36.2% | $273,972-74.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.51% | 29.86%-23.4pp | 22.07%-15.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $20,738 | $5,619+269.1% | $3,892+432.8% | $4,869+325.9% |
| Participant deferral / active EE | $9,000 | $3,932+128.9% | $3,166+184.2% | $5,287+70.2% |
| Admin fee / account holder | $13 | $8,076-99.8% | $5,666-99.8% | $10,133-99.9% |