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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 | $132,036 | $105,623+25.0% | $87,502+50.9% | $273,972-51.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 9.31% | 12.26%-2.9pp | 12.21%-2.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $9,981 | $3,141+217.8% | $2,550+291.4% | $4,869+105.0% |
| Participant deferral / active EE | $7,348 | $3,601+104.1% | $3,149+133.4% | $5,287+39.0% |
| Admin fee / account holder | $161 | $4,781-96.6% | $4,221-96.2% | $10,133-98.4% |