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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 | $123,508 | $109,359+12.9% | $162,177-23.8% | $72,975+69.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.67% | 25.46%-6.8pp | 115.60%-96.9pp | 81.01%-62.3pp |
| Employer contribution / active EE | $3,048 | $3,907-22.0% | $5,613-45.7% | $2,440+24.9% |
| Participant deferral / active EE | $6,513 | $5,481+18.8% | $7,297-10.7% | $3,608+80.5% |
| Admin fee / account holder | $15 | $7,972-99.8% | $10,843-99.9% | $5,124-99.7% |