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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 | $45,422 | $99,345-54.3% | $84,753-46.4% | $273,972-83.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.34% | 22.93%-11.6pp | 22.78%-11.4pp | 41.46%-30.1pp |
| Employer contribution / active EE | $9,002 | $4,214+113.6% | $3,574+151.8% | $4,869+84.9% |
| Participant deferral / active EE | $8,499 | $4,270+99.1% | $3,712+129.0% | $5,287+60.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |