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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 | $163,782 | $114,712+42.8% | $173,730-5.7% | $87,485+87.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 15.08% | 20.18%-5.1pp | 19.96%-4.9pp | 26.06%-11.0pp |
| Employer contribution / active EE | $5,081 | $2,904+75.0% | $4,577+11.0% | $2,596+95.7% |
| Participant deferral / active EE | $8,030 | $4,642+73.0% | $6,326+26.9% | $4,274+87.9% |
| Admin fee / account holder | $219 | $10,210-97.9% | $17,523-98.8% | $7,775-97.2% |