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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 | $203,658 | $181,896+12.0% | $156,551+30.1% | $273,972-25.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.75% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $4,000 | $6,248-36.0% | $5,501-27.3% | $4,869-17.8% |
| Participant deferral / active EE | $14,100 | $5,550+154.1% | $4,871+189.5% | $5,287+166.7% |
| Admin fee / account holder | $53 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |