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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 | $99,377 | $126,661-21.5% | $113,397-12.4% | $138,895-28.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 20.39% | 25.05%-4.7pp | 23.20%-2.8pp | 145.39%-125.0pp |
| Employer contribution / active EE | $5,965 | $3,456+72.6% | $2,977+100.4% | $4,194+42.2% |
| Participant deferral / active EE | $15,920 | $5,693+179.7% | $5,076+213.6% | $6,396+148.9% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |