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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 | $86,893 | $110,212-21.2% | $96,534-10.0% | $139,466-37.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.62% | 26.42%-1.8pp | 25.88%-1.3pp | 373.66%-349.0pp |
| Employer contribution / active EE | $9,235 | $3,620+155.1% | $2,965+211.4% | $4,754+94.3% |
| Participant deferral / active EE | $31,885 | $5,547+474.8% | $4,851+557.3% | $6,712+375.1% |
| Admin fee / account holder | $40 | $11,599-99.7% | $8,253-99.5% | $11,409-99.6% |