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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 | $85,669 | $88,707-3.4% | $74,184+15.5% | $273,972-68.7% |
| Participation rate | 94.4% | 79.4%+15.0pp | 76.6%+17.8pp | 83.0%+11.4pp |
| Annual return | 6.33% | 11.94%-5.6pp | 17.74%-11.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $9,861 | $3,159+212.1% | $2,370+316.1% | $4,869+102.5% |
| Participant deferral / active EE | $4,906 | $4,212+16.5% | $3,550+38.2% | $5,287-7.2% |
| Admin fee / account holder | $13 | $8,717-99.8% | $5,586-99.8% | $10,133-99.9% |