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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 | $87,069 | $213,785-59.3% | $185,441-53.0% | $155,188-43.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.99% | 19.97%-7.0pp | 20.16%-7.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $5,729 | $5,393+6.2% | $4,672+22.6% | $4,248+34.9% |
| Participant deferral / active EE | $10,879 | $6,864+58.5% | $6,152+76.8% | $6,531+66.6% |
| Admin fee / account holder | $14 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |