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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 | $156,362 | $103,949+50.4% | $69,182+126.0% | $273,972-42.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.52% | 35.28%-28.8pp | -21.93%+28.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $4,167 | $1,783+133.7% | $1,206+245.4% | $4,869-14.4% |
| Participant deferral / active EE | $3,295 | $2,716+21.3% | $1,897+73.7% | $5,287-37.7% |
| Admin fee / account holder | $96 | $3,671-97.4% | $2,697-96.4% | $10,133-99.1% |