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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 | $91,289 | $87,834+3.9% | $133,975-31.9% | $62,881+45.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.36% | 12.05%-2.7pp | 29.29%-19.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $4,725 | $3,482+35.7% | $5,211-9.3% | $2,281+107.1% |
| Participant deferral / active EE | $7,537 | $4,812+56.6% | $6,282+20.0% | $3,203+135.3% |
| Admin fee / account holder | $55 | $5,372-99.0% | $9,324-99.4% | $4,296-98.7% |