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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 | $108,359 | $181,896-40.4% | $156,551-30.8% | $273,972-60.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 17.38% | 30.74%-13.4pp | 32.23%-14.9pp | 41.46%-24.1pp |
| Employer contribution / active EE | $11,921 | $6,248+90.8% | $5,501+116.7% | $4,869+144.8% |
| Participant deferral / active EE | $11,067 | $5,550+99.4% | $4,871+127.2% | $5,287+109.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |