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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 | $126,037 | $136,860-7.9% | $120,344+4.7% | $154,746-18.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.28% | 21.38%-5.1pp | 20.30%-4.0pp | 172.34%-156.1pp |
| Employer contribution / active EE | $5,506 | $3,533+55.8% | $3,020+82.3% | $4,379+25.7% |
| Participant deferral / active EE | $6,007 | $5,793+3.7% | $5,135+17.0% | $6,730-10.7% |
| Admin fee / account holder | $40 | $15,393-99.7% | $12,742-99.7% | $14,365-99.7% |