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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 | $55,708 | $93,064-40.1% | $74,577-25.3% | $273,972-79.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.96% | 26.18%-18.2pp | 20.47%-12.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $13,697 | $3,160+333.5% | $2,525+442.4% | $4,869+181.3% |
| Participant deferral / active EE | $12,000 | $4,160+188.4% | $3,458+247.0% | $5,287+127.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |