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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 | $109,826 | $275,752-60.2% | $256,809-57.2% | $198,609-44.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.33% | 34.81%-19.5pp | 32.73%-17.4pp | 202.70%-187.4pp |
| Employer contribution / active EE | $4,466 | $7,721-42.2% | $7,263-38.5% | $5,055-11.7% |
| Participant deferral / active EE | $7,088 | $10,037-29.4% | $9,520-25.5% | $6,977+1.6% |
| Admin fee / account holder | $84 | $25,716-99.7% | $25,146-99.7% | $19,030-99.6% |