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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 | $45,298 | $105,623-57.1% | $87,502-48.2% | $273,972-83.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.60% | 12.26%-3.7pp | 12.21%-3.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $9,473 | $3,141+201.6% | $2,550+271.5% | $4,869+94.6% |
| Participant deferral / active EE | $4,819 | $3,601+33.8% | $3,149+53.0% | $5,287-8.9% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |