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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 | $83,883 | $161,352-48.0% | $134,172-37.5% | $137,256-38.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 18.63% | 28.72%-10.1pp | 25.30%-6.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $5,322 | $4,099+29.8% | $3,420+55.6% | $4,156+28.0% |
| Participant deferral / active EE | $8,395 | $5,552+51.2% | $4,690+79.0% | $6,407+31.0% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,016-99.8% | $12,270-99.8% |