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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 | $126,661-46.1% | $113,397-39.7% | $138,895-50.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.54% | 25.05%-7.5pp | 23.20%-5.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $20,182 | $3,456+483.9% | $2,977+577.9% | $4,194+381.2% |
| Participant deferral / active EE | $9,101 | $5,693+59.9% | $5,076+79.3% | $6,396+42.3% |
| Admin fee / account holder | $259 | $14,549-98.2% | $11,957-97.8% | $12,562-97.9% |