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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 | $54,856 | $181,896-69.8% | $156,551-65.0% | $273,972-80.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.24% | 30.74%-22.5pp | 32.23%-24.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $9,311 | $6,248+49.0% | $5,501+69.2% | $4,869+91.2% |
| Participant deferral / active EE | $9,600 | $5,550+73.0% | $4,871+97.1% | $5,287+81.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |