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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 | $91,994 | $113,339-18.8% | $94,993-3.2% | $147,585-37.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 20.18% | 20.77%-0.6pp | 27.12%-6.9pp | 578.57%-558.4pp |
| Employer contribution / active EE | $5,154 | $3,160+63.1% | $2,603+98.0% | $4,876+5.7% |
| Participant deferral / active EE | $3,757 | $3,777-0.5% | $3,317+13.3% | $5,439-30.9% |
| Admin fee / account holder | $203 | $6,063-96.6% | $4,960-95.9% | $10,885-98.1% |