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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 | $90,523 | $93,071-2.7% | $74,583+21.4% | $273,965-67.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.79% | 26.18%-21.4pp | 20.47%-15.7pp | 41.45%-36.7pp |
| Employer contribution / active EE | $6,099 | $3,160+93.0% | $2,525+141.5% | $4,869+25.3% |
| Participant deferral / active EE | $9,954 | $4,160+139.3% | $3,458+187.8% | $5,287+88.3% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |