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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 | $135,900 | $153,311-11.4% | $109,313+24.3% | $273,972-50.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.03% | 29.86%-21.8pp | 22.07%-14.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $3,147 | $5,619-44.0% | $3,892-19.2% | $4,869-35.4% |
| Participant deferral / active EE | $10,036 | $3,932+155.2% | $3,166+216.9% | $5,287+89.8% |
| Admin fee / account holder | $42 | $8,076-99.5% | $5,666-99.3% | $10,133-99.6% |