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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 | $98,858 | $167,415-41.0% | $140,514-29.6% | $198,609-50.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 23.03% | 13.85%+9.2pp | 14.36%+8.7pp | 202.70%-179.7pp |
| Employer contribution / active EE | $7,292 | $4,088+78.4% | $3,378+115.8% | $5,055+44.2% |
| Participant deferral / active EE | $15,455 | $5,579+177.0% | $4,919+214.2% | $6,977+121.5% |
| Admin fee / account holder | $10 | $16,730-99.9% | $13,697-99.9% | $19,030-99.9% |