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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 | $151,008 | $99,345+52.0% | $84,753+78.2% | $273,972-44.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.64% | 22.93%-13.3pp | 22.78%-13.1pp | 41.46%-31.8pp |
| Employer contribution / active EE | $2,184 | $4,214-48.2% | $3,574-38.9% | $4,869-55.1% |
| Participant deferral / active EE | $5,386 | $4,270+26.1% | $3,712+45.1% | $5,287+1.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |