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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 | $164,118 | $96,558+70.0% | $80,977+102.7% | $273,972-40.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.61% | 15.14%-7.5pp | 17.11%-9.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $15,098 | $4,869+210.1% | $3,715+306.5% | $4,869+210.1% |
| Participant deferral / active EE | $3,838 | $6,598-41.8% | $5,696-32.6% | $5,287-27.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |