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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 | $63,718 | $79,557-19.9% | $118,746-46.3% | $70,126-9.1% |
| Participation rate | 96.0% | 71.4%+24.6pp | 78.3%+17.7pp | 69.5%+26.5pp |
| Annual return | 24.95% | 25.64%-0.7pp | 24.54%+0.4pp | 73.15%-48.2pp |
| Employer contribution / active EE | $6,221 | $2,861+117.4% | $4,193+48.4% | $2,343+165.6% |
| Participant deferral / active EE | $10,582 | $4,089+158.8% | $5,332+98.4% | $3,332+217.6% |
| Admin fee / account holder | $0 | $5,374-100.0% | $10,720-100.0% | $4,645-100.0% |