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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 | $85,891 | $99,380-13.6% | $90,312-4.9% | $155,188-44.7% |
| Participation rate | 90.0% | 77.3%+12.7pp | 72.9%+17.1pp | 80.8%+9.2pp |
| Annual return | 18.17% | 19.35%-1.2pp | 18.90%-0.7pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,234 | $2,390-6.5% | $2,243-0.4% | $4,248-47.4% |
| Participant deferral / active EE | $7,431 | $4,212+76.4% | $3,749+98.2% | $6,531+13.8% |
| Admin fee / account holder | $0 | $9,766-100.0% | $8,248-100.0% | $14,480-100.0% |