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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 | $129,889 | $136,860-5.1% | $120,344+7.9% | $154,746-16.1% |
| Participation rate | 94.1% | 79.9%+14.2pp | 76.7%+17.4pp | 80.7%+13.4pp |
| Annual return | 13.24% | 21.38%-8.1pp | 20.30%-7.1pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,111 | $3,533-11.9% | $3,020+3.0% | $4,379-29.0% |
| Participant deferral / active EE | $8,176 | $5,793+41.1% | $5,135+59.2% | $6,730+21.5% |
| Admin fee / account holder | $300 | $15,393-98.1% | $12,742-97.6% | $14,365-97.9% |