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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 | $78,177 | $93,064-16.0% | $74,577+4.8% | $273,972-71.5% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 11.47% | 26.18%-14.7pp | 20.47%-9.0pp | 41.46%-30.0pp |
| Employer contribution / active EE | $11,026 | $3,160+248.9% | $2,525+336.6% | $4,869+126.5% |
| Participant deferral / active EE | $6,025 | $4,160+44.8% | $3,458+74.2% | $5,287+14.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |