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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 | $80,633 | $147,594-45.4% | $121,871-33.8% | $198,609-59.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 15.51% | 12.94%+2.6pp | 13.57%+1.9pp | 202.70%-187.2pp |
| Employer contribution / active EE | $2,543 | $3,007-15.4% | $2,731-6.9% | $5,055-49.7% |
| Participant deferral / active EE | $4,367 | $5,168-15.5% | $4,318+1.1% | $6,977-37.4% |
| Admin fee / account holder | $205 | $15,134-98.6% | $11,551-98.2% | $19,030-98.9% |