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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 | $92,874 | $116,203-20.1% | $93,621-0.8% | $152,909-39.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 25.89% | 35.96%-10.1pp | 32.76%-6.9pp | 345.46%-319.6pp |
| Employer contribution / active EE | $2,991 | $3,219-7.1% | $2,719+10.0% | $4,764-37.2% |
| Participant deferral / active EE | $8,125 | $4,605+76.4% | $4,070+99.6% | $5,851+38.9% |
| Admin fee / account holder | $37 | $10,751-99.7% | $7,890-99.5% | $11,601-99.7% |