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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 | $92,572 | $93,064-0.5% | $74,577+24.1% | $273,972-66.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.01% | 26.18%-19.2pp | 20.47%-13.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $7,250 | $3,160+129.4% | $2,525+187.1% | $4,869+48.9% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $118 | $5,273-97.8% | $4,138-97.2% | $10,133-98.8% |