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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 | $127,492 | $69,541+83.3% | $59,899+112.8% | $135,380-5.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 4.94% | 7.95%-3.0pp | 3.46%+1.5pp | 519.81%-514.9pp |
| Employer contribution / active EE | $2,548 | $3,236-21.3% | $2,723-6.4% | $4,779-46.7% |
| Participant deferral / active EE | $4,906 | $4,206+16.6% | $3,402+44.2% | $5,609-12.5% |
| Admin fee / account holder | $215 | $5,737-96.2% | $3,592-94.0% | $10,828-98.0% |