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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 | $108,058 | $96,558+11.9% | $80,977+33.4% | $273,970-60.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.55% | 15.14%-7.6pp | 17.11%-9.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $4,203 | $4,869-13.7% | $3,715+13.1% | $4,869-13.7% |
| Participant deferral / active EE | $6,331 | $6,598-4.0% | $5,696+11.1% | $5,287+19.7% |
| Admin fee / account holder | $79 | $7,493-98.9% | $5,517-98.6% | $10,132-99.2% |