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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 | $117,297 | $153,769-23.7% | $133,975-12.4% | $273,972-57.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.36% | 36.51%-28.1pp | 29.29%-20.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $14,482 | $6,029+140.2% | $5,211+177.9% | $4,869+197.4% |
| Participant deferral / active EE | $15,228 | $6,958+118.8% | $6,282+142.4% | $5,287+188.0% |
| Admin fee / account holder | $103 | $11,765-99.1% | $9,324-98.9% | $10,133-99.0% |