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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 | $157,192 | $177,595-11.5% | $148,496+5.9% | $198,609-20.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.86% | 9.97%+0.9pp | 12.33%-1.5pp | 202.70%-191.8pp |
| Employer contribution / active EE | $2,468 | $4,098-39.8% | $3,497-29.4% | $5,055-51.2% |
| Participant deferral / active EE | $2,696 | $5,539-51.3% | $4,808-43.9% | $6,977-61.4% |
| Admin fee / account holder | $174 | $27,010-99.4% | $19,547-99.1% | $19,030-99.1% |