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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 | $86,770 | $99,345-12.7% | $84,753+2.4% | $273,972-68.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.65% | 22.93%-10.3pp | 22.78%-10.1pp | 41.46%-28.8pp |
| Employer contribution / active EE | $16,388 | $4,214+288.9% | $3,574+358.5% | $4,869+236.6% |
| Participant deferral / active EE | $13,848 | $4,270+224.3% | $3,712+273.1% | $5,287+161.9% |
| Admin fee / account holder | $266 | $6,645-96.0% | $5,333-95.0% | $10,133-97.4% |