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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 | $99,907 | $93,064+7.4% | $74,577+34.0% | $273,972-63.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.06% | 26.18%-18.1pp | 20.47%-12.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $12,798 | $3,160+305.0% | $2,525+406.8% | $4,869+162.9% |
| Participant deferral / active EE | $10,315 | $4,160+147.9% | $3,458+198.3% | $5,287+95.1% |
| Admin fee / account holder | $111 | $5,273-97.9% | $4,138-97.3% | $10,133-98.9% |