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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 | $106,860 | $161,352-33.8% | $134,172-20.4% | $137,256-22.1% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.5%+10.9pp | 80.0%+3.4pp |
| Annual return | 19.68% | 28.72%-9.0pp | 25.30%-5.6pp | 220.34%-200.7pp |
| Employer contribution / active EE | $11,733 | $4,099+186.3% | $3,420+243.1% | $4,156+182.3% |
| Participant deferral / active EE | $9,554 | $5,552+72.1% | $4,690+103.7% | $6,407+49.1% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |