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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 | $123,405 | $93,064+32.6% | $74,577+65.5% | $273,972-55.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.05% | 26.18%-18.1pp | 20.47%-12.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $840 | $3,160-73.4% | $2,525-66.7% | $4,869-82.7% |
| Participant deferral / active EE | $18,000 | $4,160+332.6% | $3,458+420.5% | $5,287+240.4% |
| Admin fee / account holder | -$122 | $5,273-102.3% | $4,138-102.9% | $10,133-101.2% |