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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 | $100,778 | $181,896-44.6% | $156,551-35.6% | $273,972-63.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.08% | 30.74%-20.7pp | 32.23%-22.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $13,029 | $6,248+108.5% | $5,501+136.8% | $4,869+167.6% |
| Participant deferral / active EE | $7,201 | $5,550+29.7% | $4,871+47.8% | $5,287+36.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |