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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 | $96,266 | $93,064+3.4% | $74,577+29.1% | $273,972-64.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.64% | 26.18%-19.5pp | 20.47%-13.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,226 | $3,160-29.6% | $2,525-11.9% | $4,869-54.3% |
| Participant deferral / active EE | $5,347 | $4,160+28.5% | $3,458+54.6% | $5,287+1.1% |
| Admin fee / account holder | $136 | $5,273-97.4% | $4,138-96.7% | $10,133-98.7% |