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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 | $112,333 | $126,661-11.3% | $113,397-0.9% | $138,895-19.1% |
| Participation rate | 93.8% | 79.4%+14.3pp | 76.5%+17.3pp | 79.9%+13.8pp |
| Annual return | 12.57% | 25.05%-12.5pp | 23.20%-10.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $3,660 | $3,456+5.9% | $2,977+22.9% | $4,194-12.7% |
| Participant deferral / active EE | $10,047 | $5,693+76.5% | $5,076+97.9% | $6,396+57.1% |
| Admin fee / account holder | $110 | $14,549-99.2% | $11,957-99.1% | $12,562-99.1% |