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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 | $164,510 | $59,839+174.9% | $81,991+100.6% | $79,852+106.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 15.35% | 17.56%-2.2pp | 41.31%-26.0pp | 31.72%-16.4pp |
| Employer contribution / active EE | $2,237 | $1,713+30.6% | $2,498-10.5% | $2,471-9.5% |
| Participant deferral / active EE | $2,383 | $2,695-11.6% | $3,722-36.0% | $3,740-36.3% |
| Admin fee / account holder | -$52 | $4,287-101.2% | $5,665-100.9% | $5,306-101.0% |