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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 | $46,397 | $153,769-69.8% | $133,975-65.4% | $273,972-83.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.40% | 36.51%-30.1pp | 29.29%-22.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $15,483 | $6,029+156.8% | $5,211+197.1% | $4,869+218.0% |
| Participant deferral / active EE | $7,584 | $6,958+9.0% | $6,282+20.7% | $5,287+43.4% |
| Admin fee / account holder | $33 | $11,765-99.7% | $9,324-99.6% | $10,133-99.7% |