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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 | $98,605 | $100,970-2.3% | $96,576+2.1% | $137,256-28.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.65% | 38.16%-20.5pp | 38.47%-20.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $5,943 | $3,809+56.0% | $3,553+67.3% | $4,156+43.0% |
| Participant deferral / active EE | $5,839 | $8,286-29.5% | $7,956-26.6% | $6,407-8.9% |
| Admin fee / account holder | $45 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |