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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 | $78,784 | $115,917-32.0% | $100,535-21.6% | $158,982-50.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 28.74% | 34.80%-6.1pp | 30.90%-2.2pp | 302.99%-274.3pp |
| Employer contribution / active EE | $22,828 | $4,105+456.1% | $3,419+567.7% | $4,763+379.3% |
| Participant deferral / active EE | $17,997 | $6,677+169.6% | $6,271+187.0% | $5,983+200.8% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |