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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 | $126,752 | $153,769-17.6% | $133,975-5.4% | $273,972-53.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 17.13% | 36.51%-19.4pp | 29.29%-12.2pp | 41.46%-24.3pp |
| Employer contribution / active EE | $21,844 | $6,029+262.3% | $5,211+319.2% | $4,869+348.7% |
| Participant deferral / active EE | $9,124 | $6,958+31.1% | $6,282+45.2% | $5,287+72.6% |
| Admin fee / account holder | $106 | $11,765-99.1% | $9,324-98.9% | $10,133-99.0% |