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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 | $79,317 | $181,896-56.4% | $156,551-49.3% | $273,972-71.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.42% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $14,247 | $6,248+128.0% | $5,501+159.0% | $4,869+192.6% |
| Participant deferral / active EE | $8,501 | $5,550+53.2% | $4,871+74.5% | $5,287+60.8% |
| Admin fee / account holder | $243 | $15,560-98.4% | $13,028-98.1% | $10,133-97.6% |