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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 | $48,110 | $153,769-68.7% | $133,975-64.1% | $273,972-82.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 20.88% | 36.51%-15.6pp | 29.29%-8.4pp | 41.46%-20.6pp |
| Employer contribution / active EE | $15,134 | $6,029+151.0% | $5,211+190.4% | $4,869+210.8% |
| Participant deferral / active EE | $6,463 | $6,958-7.1% | $6,282+2.9% | $5,287+22.2% |
| Admin fee / account holder | $33 | $11,765-99.7% | $9,324-99.6% | $10,133-99.7% |