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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 | $30,017 | $99,343-69.8% | $84,751-64.6% | $273,968-89.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.68% | 22.93%-13.3pp | 22.78%-13.1pp | 41.45%-31.8pp |
| Employer contribution / active EE | $7,217 | $4,214+71.3% | $3,574+101.9% | $4,869+48.2% |
| Participant deferral / active EE | $4,682 | $4,269+9.7% | $3,712+26.1% | $5,287-11.4% |
| Admin fee / account holder | $115 | $6,645-98.3% | $5,333-97.8% | $10,132-98.9% |