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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 | $85,282 | $86,949-1.9% | $102,460-16.8% | $80,959+5.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.52% | 18.89%-7.4pp | 29.47%-18.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $5,374 | $2,370+126.8% | $3,025+77.6% | $2,757+94.9% |
| Participant deferral / active EE | $4,405 | $4,121+6.9% | $5,056-12.9% | $4,300+2.4% |
| Admin fee / account holder | $228 | $8,048-97.2% | $9,460-97.6% | $6,925-96.7% |