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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 | $63,851 | $181,896-64.9% | $156,551-59.2% | $273,972-76.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.23% | 30.74%-27.5pp | 32.23%-29.0pp | 41.46%-38.2pp |
| Employer contribution / active EE | $10,140 | $6,248+62.3% | $5,501+84.3% | $4,869+108.3% |
| Participant deferral / active EE | $12,281 | $5,550+121.3% | $4,871+152.1% | $5,287+132.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |