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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 | $77,239 | $100,970-23.5% | $96,576-20.0% | $137,256-43.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.96% | 38.16%-18.2pp | 38.47%-18.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $8,719 | $3,809+128.9% | $3,553+145.4% | $4,156+109.8% |
| Participant deferral / active EE | $17,337 | $8,286+109.2% | $7,956+117.9% | $6,407+170.6% |
| Admin fee / account holder | $17 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |