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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 | $29,050 | $105,623-72.5% | $87,502-66.8% | $273,972-89.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 13.39% | 12.26%+1.1pp | 12.21%+1.2pp | 41.46%-28.1pp |
| Employer contribution / active EE | $10,018 | $3,141+219.0% | $2,550+292.9% | $4,869+105.8% |
| Participant deferral / active EE | $7,252 | $3,601+101.4% | $3,149+130.3% | $5,287+37.2% |
| Admin fee / account holder | $263 | $4,781-94.5% | $4,221-93.8% | $10,133-97.4% |