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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 | $83,332 | $112,729-26.1% | $98,716-15.6% | $137,256-39.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.06% | 38.48%-23.4pp | 31.81%-16.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,810 | $2,725+3.1% | $2,279+23.3% | $4,156-32.4% |
| Participant deferral / active EE | $6,289 | $4,640+35.5% | $4,048+55.4% | $6,407-1.8% |
| Admin fee / account holder | $12 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |