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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 | $164,431 | $96,558+70.3% | $80,977+103.1% | $273,972-40.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.60% | 15.14%-8.5pp | 17.11%-10.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $15,307 | $4,869+214.4% | $3,715+312.1% | $4,869+214.4% |
| Participant deferral / active EE | $2,543 | $6,598-61.5% | $5,696-55.4% | $5,287-51.9% |
| Admin fee / account holder | $141 | $7,493-98.1% | $5,517-97.4% | $10,133-98.6% |