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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 | $110,246 | $124,330-11.3% | $109,173+1.0% | $167,536-34.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.19% | 26.04%-11.9pp | 25.75%-11.6pp | 478.82%-464.6pp |
| Employer contribution / active EE | $3,140 | $4,209-25.4% | $3,723-15.7% | $4,839-35.1% |
| Participant deferral / active EE | $8,266 | $5,256+57.3% | $4,654+77.6% | $6,342+30.3% |
| Admin fee / account holder | $190 | $7,974-97.6% | $6,755-97.2% | $12,315-98.5% |