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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 | $111,465 | $124,330-10.3% | $109,173+2.1% | $167,536-33.5% |
| Participation rate | 91.7% | 79.5%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 15.81% | 26.04%-10.2pp | 25.75%-9.9pp | 478.82%-463.0pp |
| Employer contribution / active EE | $1,765 | $4,209-58.1% | $3,723-52.6% | $4,839-63.5% |
| Participant deferral / active EE | $7,368 | $5,256+40.2% | $4,654+58.3% | $6,342+16.2% |
| Admin fee / account holder | $292 | $7,974-96.3% | $6,755-95.7% | $12,315-97.6% |