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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 | $110,986 | $181,896-39.0% | $156,551-29.1% | $273,972-59.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.50% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $3,143 | $6,248-49.7% | $5,501-42.9% | $4,869-35.4% |
| Participant deferral / active EE | $10,919 | $5,550+96.7% | $4,871+124.2% | $5,287+106.5% |
| Admin fee / account holder | $83 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |