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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 | $70,055 | $181,896-61.5% | $156,551-55.3% | $273,972-74.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.58% | 30.74%-23.2pp | 32.23%-24.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $11,663 | $6,248+86.7% | $5,501+112.0% | $4,869+139.6% |
| Participant deferral / active EE | $6,287 | $5,550+13.3% | $4,871+29.1% | $5,287+18.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |