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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 | $45,370 | $124,425-63.5% | $112,040-59.5% | $137,256-66.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.95% | 24.72%-6.8pp | 24.52%-6.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,296 | $3,411-32.7% | $2,954-22.3% | $4,156-44.8% |
| Participant deferral / active EE | $10,363 | $5,718+81.2% | $5,098+103.3% | $6,407+61.8% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |