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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 | $102,264 | $88,707+15.3% | $74,185+37.9% | $273,970-62.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.22% | 11.94%-1.7pp | 17.74%-7.5pp | 41.46%-31.2pp |
| Employer contribution / active EE | $760 | $3,159-76.0% | $2,370-67.9% | $4,869-84.4% |
| Participant deferral / active EE | $4,542 | $4,212+7.9% | $3,550+28.0% | $5,287-14.1% |
| Admin fee / account holder | $15 | $8,717-99.8% | $5,586-99.7% | $10,132-99.9% |