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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 | $65,282 | $136,860-52.3% | $120,344-45.8% | $154,746-57.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 25.66% | 21.38%+4.3pp | 20.30%+5.4pp | 172.34%-146.7pp |
| Employer contribution / active EE | $13,066 | $3,533+269.8% | $3,020+332.6% | $4,379+198.4% |
| Participant deferral / active EE | $12,257 | $5,793+111.6% | $5,135+138.7% | $6,730+82.1% |
| Admin fee / account holder | $263 | $15,393-98.3% | $12,742-97.9% | $14,365-98.2% |