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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 | $95,238 | $199,109-52.2% | $173,730-45.2% | $154,746-38.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.79% | 20.02%-3.2pp | 19.96%-3.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,791 | $5,311-47.4% | $4,577-39.0% | $4,379-36.3% |
| Participant deferral / active EE | $14,987 | $7,113+110.7% | $6,326+136.9% | $6,730+122.7% |
| Admin fee / account holder | $60 | $20,916-99.7% | $17,523-99.7% | $14,365-99.6% |