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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 | $55,643 | $132,310-57.9% | $105,754-47.4% | $273,972-79.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 17.61% | 10.08%+7.5pp | 12.25%+5.4pp | 41.46%-23.8pp |
| Employer contribution / active EE | $3,032 | $4,867-37.7% | $4,079-25.7% | $4,869-37.7% |
| Participant deferral / active EE | $27,354 | $6,233+338.9% | $5,326+413.6% | $5,287+417.4% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |