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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 | $114,771 | $106,280+8.0% | $96,538+18.9% | $139,487-17.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.56% | 38.48%-21.9pp | 35.74%-19.2pp | 373.84%-357.3pp |
| Employer contribution / active EE | $3,446 | $4,107-16.1% | $3,740-7.9% | $4,755-27.5% |
| Participant deferral / active EE | $7,357 | $5,457+34.8% | $4,880+50.8% | $6,713+9.6% |
| Admin fee / account holder | $130 | $7,888-98.4% | $6,737-98.1% | $11,407-98.9% |