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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 | $185,150 | $153,769+20.4% | $133,975+38.2% | $273,972-32.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.95% | 36.51%-29.6pp | 29.29%-22.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $4,480 | $6,029-25.7% | $5,211-14.0% | $4,869-8.0% |
| Participant deferral / active EE | $20,950 | $6,958+201.1% | $6,282+233.5% | $5,287+296.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |