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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 | $115,931+41.3% | $185,441-11.7% | $86,983+88.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 15.08% | 21.47%-6.4pp | 20.16%-5.1pp | 25.83%-10.8pp |
| Employer contribution / active EE | $5,081 | $2,937+73.0% | $4,672+8.7% | $2,584+96.6% |
| Participant deferral / active EE | $8,030 | $4,551+76.5% | $6,152+30.5% | $4,194+91.5% |
| Admin fee / account holder | $219 | $10,687-98.0% | $17,890-98.8% | $7,856-97.2% |