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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 | $89,973 | $106,588-15.6% | $94,215-4.5% | $155,188-42.0% |
| Participation rate | 93.3% | 74.3%+19.1pp | 70.0%+23.4pp | 80.8%+12.5pp |
| Annual return | 6.86% | 29.39%-22.5pp | 28.22%-21.4pp | 148.84%-142.0pp |
| Employer contribution / active EE | $13,184 | $3,080+328.1% | $2,675+392.8% | $4,248+210.4% |
| Participant deferral / active EE | $6,198 | $4,802+29.1% | $4,276+44.9% | $6,531-5.1% |
| Admin fee / account holder | $225 | $12,281-98.2% | $10,216-97.8% | $14,480-98.4% |