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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 | $136,860-66.8% | $120,344-62.3% | $154,746-70.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.95% | 21.38%-3.4pp | 20.30%-2.3pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,296 | $3,533-35.0% | $3,020-24.0% | $4,379-47.6% |
| Participant deferral / active EE | $10,363 | $5,793+78.9% | $5,135+101.8% | $6,730+54.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |