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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 | $64,820 | $282,059-77.0% | $213,469-69.6% | $154,746-58.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.63% | 20.90%-1.3pp | 20.58%-1.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,142 | $6,189-65.4% | $4,994-57.1% | $4,379-51.1% |
| Participant deferral / active EE | $10,648 | $8,186+30.1% | $6,841+55.7% | $6,730+58.2% |
| Admin fee / account holder | $0 | $37,435-100.0% | $27,141-100.0% | $14,365-100.0% |