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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 | $176,463 | $99,345+77.6% | $84,753+108.2% | $273,972-35.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.95% | 22.93%-16.0pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,348 | $4,214-20.6% | $3,574-6.3% | $4,869-31.2% |
| Participant deferral / active EE | $5,512 | $4,270+29.1% | $3,712+48.5% | $5,287+4.2% |
| Admin fee / account holder | $170 | $6,645-97.4% | $5,333-96.8% | $10,133-98.3% |