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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 | $123,478+32.6% | $216,567-24.4% | $94,015+74.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 15.08% | 23.61%-8.5pp | 12.94%+2.1pp | 17.84%-2.8pp |
| Employer contribution / active EE | $5,081 | $3,136+62.0% | $5,216-2.6% | $2,790+82.1% |
| Participant deferral / active EE | $8,030 | $4,556+76.3% | $6,191+29.7% | $4,249+89.0% |
| Admin fee / account holder | $219 | $12,753-98.3% | $21,981-99.0% | $8,951-97.6% |