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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 | $200,217 | $93,064+115.1% | $74,577+168.5% | $273,970-26.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.66% | 26.18%-19.5pp | 20.47%-13.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $13,103 | $3,160+314.7% | $2,525+418.9% | $4,869+169.1% |
| Participant deferral / active EE | $14,530 | $4,160+249.2% | $3,458+320.1% | $5,287+174.8% |
| Admin fee / account holder | $165 | $5,273-96.9% | $4,138-96.0% | $10,132-98.4% |