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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 | $106,060 | $88,707+19.6% | $74,184+43.0% | $273,972-61.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.47% | 11.94%-6.5pp | 17.74%-12.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $6,952 | $3,159+120.0% | $2,370+193.3% | $4,869+42.8% |
| Participant deferral / active EE | $7,666 | $4,212+82.0% | $3,550+115.9% | $5,287+45.0% |
| Admin fee / account holder | $12 | $8,717-99.9% | $5,586-99.8% | $10,133-99.9% |