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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 | $89,358 | $92,219-3.1% | $76,767+16.4% | $135,380-34.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 9.83% | 5.46%+4.4pp | 2.43%+7.4pp | 519.81%-510.0pp |
| Employer contribution / active EE | $4,157 | $3,216+29.3% | $2,485+67.3% | $4,779-13.0% |
| Participant deferral / active EE | $5,547 | $4,508+23.0% | $3,852+44.0% | $5,609-1.1% |
| Admin fee / account holder | $29 | $10,749-99.7% | $6,675-99.6% | $10,828-99.7% |