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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 | $78,868 | $97,289-18.9% | $92,805-15.0% | $155,188-49.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 20.24% | 29.03%-8.8pp | 31.59%-11.4pp | 148.84%-128.6pp |
| Employer contribution / active EE | $4,843 | $3,632+33.4% | $3,424+41.4% | $4,248+14.0% |
| Participant deferral / active EE | $7,995 | $8,795-9.1% | $8,448-5.4% | $6,531+22.4% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |