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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 | $105,530 | $153,311-31.2% | $109,313-3.5% | $273,972-61.5% |
| Participation rate | 76.5% | 80.1%-3.6pp | 71.3%+5.2pp | 83.0%-6.5pp |
| Annual return | 6.60% | 29.86%-23.3pp | 22.07%-15.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $5,585 | $5,619-0.6% | $3,892+43.5% | $4,869+14.7% |
| Participant deferral / active EE | $12,496 | $3,932+217.8% | $3,166+294.6% | $5,287+136.3% |
| Admin fee / account holder | $125 | $8,076-98.4% | $5,666-97.8% | $10,133-98.8% |