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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 | $136,463 | $93,064+46.6% | $74,577+83.0% | $273,972-50.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.92% | 26.18%-19.3pp | 20.47%-13.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,557 | $3,160+12.6% | $2,525+40.8% | $4,869-26.9% |
| Participant deferral / active EE | $11,418 | $4,160+174.4% | $3,458+230.2% | $5,287+115.9% |
| Admin fee / account holder | $82 | $5,273-98.4% | $4,138-98.0% | $10,133-99.2% |