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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 | $218,697 | $99,345+120.1% | $84,753+158.0% | $273,972-20.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.46% | 22.93%-15.5pp | 22.78%-15.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $6,770 | $4,214+60.7% | $3,574+89.4% | $4,869+39.1% |
| Participant deferral / active EE | $14,883 | $4,270+248.6% | $3,712+301.0% | $5,287+181.5% |
| Admin fee / account holder | $40 | $6,645-99.4% | $5,333-99.2% | $10,133-99.6% |