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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 | $111,775 | $124,425-10.2% | $112,040-0.2% | $137,256-18.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 23.56% | 24.72%-1.2pp | 24.52%-1.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $3,856 | $3,411+13.0% | $2,954+30.5% | $4,156-7.2% |
| Participant deferral / active EE | $16,843 | $5,718+194.5% | $5,098+230.4% | $6,407+162.9% |
| Admin fee / account holder | $20 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |