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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 | $109,013 | $181,896-40.1% | $156,551-30.4% | $273,972-60.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.65% | 30.74%-17.1pp | 32.23%-18.6pp | 41.46%-27.8pp |
| Employer contribution / active EE | $11,667 | $6,248+86.7% | $5,501+112.1% | $4,869+139.6% |
| Participant deferral / active EE | $17,500 | $5,550+215.3% | $4,871+259.3% | $5,287+231.0% |
| Admin fee / account holder | $50 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |