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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 | $219,655 | $136,307+61.1% | $106,619+106.0% | $273,972-19.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.52% | 11.05%-3.5pp | 9.42%-1.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,421 | $5,190-34.1% | $3,947-13.3% | $4,869-29.7% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7 | $8,625-99.9% | $6,418-99.9% | $10,133-99.9% |