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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 | $86,210 | $111,814-22.9% | $103,378-16.6% | $145,978-40.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.44% | 24.80%-5.4pp | 24.91%-5.5pp | 550.52%-531.1pp |
| Employer contribution / active EE | $2,642 | $4,215-37.3% | $3,870-31.7% | $4,662-43.3% |
| Participant deferral / active EE | $16,532 | $5,618+194.3% | $5,058+226.9% | $6,690+147.1% |
| Admin fee / account holder | $19 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |