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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 | $103,579 | $96,558+7.3% | $80,977+27.9% | $273,972-62.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.08% | 15.14%-1.1pp | 17.11%-3.0pp | 41.46%-27.4pp |
| Employer contribution / active EE | $3,282 | $4,869-32.6% | $3,715-11.7% | $4,869-32.6% |
| Participant deferral / active EE | $19,554 | $6,598+196.4% | $5,696+243.3% | $5,287+269.8% |
| Admin fee / account holder | $48 | $7,493-99.4% | $5,517-99.1% | $10,133-99.5% |