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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 | $106,104 | $153,769-31.0% | $133,975-20.8% | $273,972-61.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.38% | 36.51%-26.1pp | 29.29%-18.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $5,715 | $6,029-5.2% | $5,211+9.7% | $4,869+17.4% |
| Participant deferral / active EE | $15,482 | $6,958+122.5% | $6,282+146.5% | $5,287+192.8% |
| Admin fee / account holder | $59 | $11,765-99.5% | $9,324-99.4% | $10,133-99.4% |