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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 | $111,633 | $147,594-24.4% | $121,871-8.4% | $198,609-43.8% |
| Participation rate | 85.7% | 78.0%+7.8pp | 73.2%+12.5pp | 82.4%+3.3pp |
| Annual return | 14.01% | 12.94%+1.1pp | 13.57%+0.4pp | 202.70%-188.7pp |
| Employer contribution / active EE | $3,041 | $3,007+1.1% | $2,731+11.3% | $5,055-39.9% |
| Participant deferral / active EE | $6,453 | $5,168+24.9% | $4,318+49.4% | $6,977-7.5% |
| Admin fee / account holder | $20 | $15,134-99.9% | $11,551-99.8% | $19,030-99.9% |