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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 | $68,730 | $153,769-55.3% | $133,975-48.7% | $273,972-74.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.59% | 36.51%-23.9pp | 29.29%-16.7pp | 41.46%-28.9pp |
| Employer contribution / active EE | $16,074 | $6,029+166.6% | $5,211+208.4% | $4,869+230.1% |
| Participant deferral / active EE | $14,950 | $6,958+114.8% | $6,282+138.0% | $5,287+182.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |