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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 | $40,433 | $181,896-77.8% | $156,551-74.2% | $273,972-85.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.24% | 30.74%-20.5pp | 32.23%-22.0pp | 41.46%-31.2pp |
| Employer contribution / active EE | $10,140 | $6,248+62.3% | $5,501+84.3% | $4,869+108.3% |
| Participant deferral / active EE | $7,112 | $5,550+28.1% | $4,871+46.0% | $5,287+34.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |