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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 | $71,967 | $72,027-0.1% | $185,835-61.3% | $79,852-9.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 14.83% | 23.13%-8.3pp | 35.96%-21.1pp | 31.72%-16.9pp |
| Employer contribution / active EE | $4,049 | $1,965+106.0% | $4,087-0.9% | $2,471+63.8% |
| Participant deferral / active EE | $12,038 | $3,780+218.5% | $5,633+113.7% | $3,740+221.8% |
| Admin fee / account holder | $227 | $4,513-95.0% | $9,502-97.6% | $5,306-95.7% |