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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 | $99,276 | $96,558+2.8% | $80,977+22.6% | $273,972-63.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.34% | 15.14%-8.8pp | 17.11%-10.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,845 | $4,869-62.1% | $3,715-50.3% | $4,869-62.1% |
| Participant deferral / active EE | $6,913 | $6,598+4.8% | $5,696+21.4% | $5,287+30.7% |
| Admin fee / account holder | -$15 | $7,493-100.2% | $5,517-100.3% | $10,133-100.1% |