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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 | $91,683 | $181,896-49.6% | $156,551-41.4% | $273,972-66.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.19% | 30.74%-18.6pp | 32.23%-20.0pp | 41.46%-29.3pp |
| Employer contribution / active EE | $23,000 | $6,248+268.1% | $5,501+318.1% | $4,869+372.4% |
| Participant deferral / active EE | $13,950 | $5,550+151.4% | $4,871+186.4% | $5,287+163.8% |
| Admin fee / account holder | $46 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |