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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 | $86,152 | $153,311-43.8% | $109,313-21.2% | $273,972-68.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.47% | 29.86%-20.4pp | 22.07%-12.6pp | 41.46%-32.0pp |
| Employer contribution / active EE | $13,298 | $5,619+136.7% | $3,892+241.7% | $4,869+173.1% |
| Participant deferral / active EE | $12,468 | $3,932+217.1% | $3,166+293.7% | $5,287+135.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |