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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 | $195,852 | $99,345+97.1% | $84,753+131.1% | $273,972-28.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.97% | 22.93%-17.0pp | 22.78%-16.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $15,777 | $4,214+274.4% | $3,574+341.4% | $4,869+224.0% |
| Participant deferral / active EE | $6,477 | $4,270+51.7% | $3,712+74.5% | $5,287+22.5% |
| Admin fee / account holder | $205 | $6,645-96.9% | $5,333-96.2% | $10,133-98.0% |