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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 | $95,481 | $98,240-2.8% | $82,312+16.0% | $147,586-35.3% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 22.82% | 30.85%-8.0pp | 25.88%-3.1pp | 578.59%-555.8pp |
| Employer contribution / active EE | $839 | $3,192-73.7% | $2,428-65.4% | $4,876-82.8% |
| Participant deferral / active EE | $8,193 | $4,383+86.9% | $3,706+121.0% | $5,439+50.6% |
| Admin fee / account holder | $83 | $8,563-99.0% | $5,608-98.5% | $10,886-99.2% |