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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 | $105,879 | $99,345+6.6% | $84,753+24.9% | $273,972-61.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.74% | 22.93%-17.2pp | 22.78%-17.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $11,536 | $4,214+173.8% | $3,574+222.7% | $4,869+136.9% |
| Participant deferral / active EE | $8,276 | $4,270+93.8% | $3,712+123.0% | $5,287+56.5% |
| Admin fee / account holder | $183 | $6,645-97.2% | $5,333-96.6% | $10,133-98.2% |