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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 | $144,158 | $96,558+49.3% | $80,977+78.0% | $273,972-47.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.80% | 15.14%-8.3pp | 17.11%-10.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $12,403 | $4,869+154.7% | $3,715+233.9% | $4,869+154.7% |
| Participant deferral / active EE | $13,364 | $6,598+102.6% | $5,696+134.6% | $5,287+152.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |