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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 | $154,547 | $228,352-32.3% | $185,835-16.8% | $158,966-2.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.06% | 40.81%-24.8pp | 35.96%-19.9pp | 302.95%-286.9pp |
| Employer contribution / active EE | $1,432 | $4,967-71.2% | $4,087-65.0% | $4,762-69.9% |
| Participant deferral / active EE | $7,639 | $6,416+19.1% | $5,633+35.6% | $5,983+27.7% |
| Admin fee / account holder | $65 | $11,867-99.5% | $9,502-99.3% | $11,250-99.4% |