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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 | $136,860-27.8% | $120,344-17.9% | $154,746-36.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 23.03% | 21.38%+1.7pp | 20.30%+2.7pp | 172.34%-149.3pp |
| Employer contribution / active EE | $7,292 | $3,533+106.4% | $3,020+141.4% | $4,379+66.5% |
| Participant deferral / active EE | $15,455 | $5,793+166.8% | $5,135+201.0% | $6,730+129.6% |
| Admin fee / account holder | $10 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |