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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 | $85,155 | $112,729-24.5% | $98,716-13.7% | $137,256-38.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.15% | 38.48%-23.3pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,135 | $2,725+51.7% | $2,279+81.5% | $4,156-0.5% |
| Participant deferral / active EE | $6,414 | $4,640+38.2% | $4,048+58.5% | $6,407+0.1% |
| Admin fee / account holder | $298 | $10,129-97.1% | $8,703-96.6% | $12,270-97.6% |