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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 | $168,689 | $93,064+81.3% | $74,577+126.2% | $273,972-38.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.71% | 26.18%-16.5pp | 20.47%-10.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,713 | $3,160-45.8% | $2,525-32.2% | $4,869-64.8% |
| Participant deferral / active EE | $7,538 | $4,160+81.2% | $3,458+118.0% | $5,287+42.6% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |