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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 | $97,510 | $47,848+103.8% | $81,473+19.7% | $70,126+39.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 15.67% | 27.25%-11.6pp | 38.78%-23.1pp | 73.15%-57.5pp |
| Employer contribution / active EE | $2,061 | $1,527+35.0% | $2,568-19.7% | $2,343-12.0% |
| Participant deferral / active EE | $2,436 | $2,453-0.7% | $3,537-31.1% | $3,332-26.9% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |