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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 | $126,765 | $181,896-30.3% | $156,551-19.0% | $273,972-53.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.99% | 30.74%-27.8pp | 32.23%-29.2pp | 41.46%-38.5pp |
| Employer contribution / active EE | $12,217 | $6,248+95.5% | $5,501+122.1% | $4,869+150.9% |
| Participant deferral / active EE | $8,000 | $5,550+44.1% | $4,871+64.2% | $5,287+51.3% |
| Admin fee / account holder | $160 | $15,560-99.0% | $13,028-98.8% | $10,133-98.4% |