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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 | $145,634 | $176,786-17.6% | $146,643-0.7% | $167,536-13.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.16% | 24.04%-9.9pp | 22.75%-8.6pp | 478.82%-464.7pp |
| Employer contribution / active EE | $5,736 | $5,161+11.1% | $4,137+38.7% | $4,839+18.5% |
| Participant deferral / active EE | $6,831 | $6,440+6.1% | $5,506+24.1% | $6,342+7.7% |
| Admin fee / account holder | $111 | $13,262-99.2% | $10,280-98.9% | $12,315-99.1% |