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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 | $123,551 | $83,485+48.0% | $125,192-1.3% | $72,975+69.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.07% | 25.77%-3.7pp | 43.79%-21.7pp | 81.01%-58.9pp |
| Employer contribution / active EE | $2,984 | $2,346+27.2% | $3,866-22.8% | $2,440+22.3% |
| Participant deferral / active EE | $5,584 | $3,586+55.7% | $4,937+13.1% | $3,608+54.8% |
| Admin fee / account holder | $120 | $5,518-97.8% | $9,704-98.8% | $5,124-97.7% |