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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 | $106,140 | $153,774-31.0% | $133,979-20.8% | $273,970-61.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.34% | 36.51%-22.2pp | 29.30%-15.0pp | 41.46%-27.1pp |
| Employer contribution / active EE | $38,052 | $6,029+531.2% | $5,211+630.2% | $4,869+681.6% |
| Participant deferral / active EE | $14,850 | $6,958+113.4% | $6,282+136.4% | $5,287+180.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |