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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 | $68,430 | $181,896-62.4% | $156,551-56.3% | $273,972-75.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.69% | 30.74%-17.1pp | 32.23%-18.5pp | 41.46%-27.8pp |
| Employer contribution / active EE | $3,440 | $6,248-44.9% | $5,501-37.5% | $4,869-29.3% |
| Participant deferral / active EE | $17,750 | $5,550+219.8% | $4,871+264.4% | $5,287+235.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |