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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 | $68,418 | $72,177-5.2% | $115,038-40.5% | $59,633+14.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 5.19% | 12.02%-6.8pp | 26.14%-21.0pp | 2041.45%-2036.3pp |
| Employer contribution / active EE | $3,000 | $2,841+5.6% | $4,608-34.9% | $2,203+36.2% |
| Participant deferral / active EE | $4,230 | $4,783-11.6% | $6,026-29.8% | $3,192+32.5% |
| Admin fee / account holder | $86 | $4,927-98.2% | $8,175-98.9% | $4,297-98.0% |