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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 | $106,348 | $211,239-49.7% | $178,528-40.4% | $145,877-27.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.95% | 30.22%-12.3pp | 27.11%-9.2pp | 551.28%-533.3pp |
| Employer contribution / active EE | $2,524 | $4,570-44.8% | $3,950-36.1% | $4,663-45.9% |
| Participant deferral / active EE | $7,042 | $6,963+1.1% | $6,278+12.2% | $6,691+5.3% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |