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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 | $97,185 | $115,903-16.2% | $100,528-3.3% | $158,966-38.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.26% | 34.80%-12.5pp | 30.90%-8.6pp | 302.95%-280.7pp |
| Employer contribution / active EE | $3,095 | $4,105-24.6% | $3,419-9.5% | $4,762-35.0% |
| Participant deferral / active EE | $5,437 | $6,677-18.6% | $6,271-13.3% | $5,983-9.1% |
| Admin fee / account holder | $209 | $11,000-98.1% | $8,084-97.4% | $11,250-98.1% |