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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 | $137,171 | $136,307+0.6% | $106,619+28.7% | $273,972-49.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 13.27% | 11.05%+2.2pp | 9.42%+3.8pp | 41.46%-28.2pp |
| Employer contribution / active EE | $5,556 | $5,190+7.0% | $3,947+40.8% | $4,869+14.1% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $200 | $8,625-97.7% | $6,418-96.9% | $10,133-98.0% |