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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 | $93,657 | $93,064+0.6% | $74,577+25.6% | $273,972-65.8% |
| Participation rate | 92.9% | 74.9%+17.9pp | 68.1%+24.7pp | 83.0%+9.8pp |
| Annual return | 8.07% | 26.18%-18.1pp | 20.47%-12.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $5,221 | $3,160+65.2% | $2,525+106.8% | $4,869+7.2% |
| Participant deferral / active EE | $5,396 | $4,160+29.7% | $3,458+56.0% | $5,287+2.1% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |