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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 | $96,087 | $136,860-29.8% | $120,344-20.2% | $154,746-37.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.89% | 21.38%-3.5pp | 20.30%-2.4pp | 172.34%-154.5pp |
| Employer contribution / active EE | $4,484 | $3,533+26.9% | $3,020+48.5% | $4,379+2.4% |
| Participant deferral / active EE | $9,474 | $5,793+63.5% | $5,135+84.5% | $6,730+40.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |