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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 | $109,670 | $105,623+3.8% | $87,502+25.3% | $273,972-60.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.09% | 12.26%-7.2pp | 12.21%-7.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,250 | $3,141-60.2% | $2,550-51.0% | $4,869-74.3% |
| Participant deferral / active EE | $14,094 | $3,601+291.4% | $3,149+347.6% | $5,287+166.6% |
| Admin fee / account holder | -$120 | $4,781-102.5% | $4,221-102.8% | $10,133-101.2% |