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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 | $109,304 | $99,345+10.0% | $84,753+29.0% | $273,972-60.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.73% | 22.93%-18.2pp | 22.78%-18.1pp | 41.46%-36.7pp |
| Employer contribution / active EE | $8,813 | $4,214+109.1% | $3,574+146.6% | $4,869+81.0% |
| Participant deferral / active EE | $5,647 | $4,270+32.3% | $3,712+52.1% | $5,287+6.8% |
| Admin fee / account holder | $265 | $6,645-96.0% | $5,333-95.0% | $10,133-97.4% |