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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 | $138,256 | $105,623+30.9% | $87,502+58.0% | $273,972-49.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.13% | 12.26%-8.1pp | 12.21%-8.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $3,275 | $3,141+4.3% | $2,550+28.5% | $4,869-32.7% |
| Participant deferral / active EE | $7,037 | $3,601+95.4% | $3,149+123.5% | $5,287+33.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |