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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 | $105,130 | $104,251+0.8% | $91,004+15.5% | $147,586-28.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.86% | 27.06%-13.2pp | 4.60%+9.3pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,403 | $3,116-55.0% | $2,456-42.9% | $4,876-71.2% |
| Participant deferral / active EE | $4,726 | $4,195+12.7% | $3,548+33.2% | $5,439-13.1% |
| Admin fee / account holder | $15 | $8,948-99.8% | $5,417-99.7% | $10,886-99.9% |