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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 | $174,514 | $93,064+87.5% | $74,577+134.0% | $273,972-36.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 12.30% | 26.18%-13.9pp | 20.47%-8.2pp | 41.46%-29.2pp |
| Employer contribution / active EE | $6,256 | $3,160+98.0% | $2,525+147.7% | $4,869+28.5% |
| Participant deferral / active EE | $6,375 | $4,160+53.2% | $3,458+84.3% | $5,287+20.6% |
| Admin fee / account holder | $139 | $5,273-97.4% | $4,138-96.6% | $10,133-98.6% |