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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 | $97,847 | $118,496-17.4% | $98,461-0.6% | $139,466-29.8% |
| Participation rate | 91.7% | 77.5%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 19.78% | 18.96%+0.8pp | 21.17%-1.4pp | 373.66%-353.9pp |
| Employer contribution / active EE | $1,281 | $3,611-64.5% | $3,049-58.0% | $4,754-73.0% |
| Participant deferral / active EE | $3,408 | $5,393-36.8% | $4,738-28.1% | $6,712-49.2% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |