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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 | $68,331 | $136,860-50.1% | $120,344-43.2% | $154,746-55.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.54% | 21.38%-3.8pp | 20.30%-2.8pp | 172.34%-154.8pp |
| Employer contribution / active EE | $20,182 | $3,533+471.2% | $3,020+568.3% | $4,379+360.9% |
| Participant deferral / active EE | $9,101 | $5,793+57.1% | $5,135+77.2% | $6,730+35.2% |
| Admin fee / account holder | $259 | $15,393-98.3% | $12,742-98.0% | $14,365-98.2% |