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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 | $142,833 | $153,769-7.1% | $133,975+6.6% | $273,972-47.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.96% | 36.51%-24.6pp | 29.29%-17.3pp | 41.46%-29.5pp |
| Employer contribution / active EE | $3,750 | $6,029-37.8% | $5,211-28.0% | $4,869-23.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |