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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 | $98,242 | $56,894+72.7% | $84,753+15.9% | $62,881+56.2% |
| Participation rate | 86.7% | 68.5%+18.1pp | 76.6%+10.1pp | 69.3%+17.4pp |
| Annual return | 6.02% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $14,402 | $2,400+500.2% | $3,574+302.9% | $2,281+531.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |