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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 | $112,945 | $88,707+27.3% | $74,184+52.3% | $273,972-58.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.03% | 11.94%-4.9pp | 17.74%-10.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $7,199 | $3,159+127.9% | $2,370+203.7% | $4,869+47.9% |
| Participant deferral / active EE | $2,634 | $4,212-37.5% | $3,550-25.8% | $5,287-50.2% |
| Admin fee / account holder | $167 | $8,717-98.1% | $5,586-97.0% | $10,133-98.3% |