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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 | $102,607 | $125,797-18.4% | $170,057-39.7% | $75,177+36.5% |
| Participation rate | 80.8% | 83.6%-2.8pp | 87.0%-6.2pp | 67.2%+13.6pp |
| Annual return | 22.09% | 27.20%-5.1pp | 53.42%-31.3pp | 160.75%-138.7pp |
| Employer contribution / active EE | $2,919 | $4,616-36.8% | $6,790-57.0% | $2,671+9.3% |
| Participant deferral / active EE | $11,216 | $6,838+64.0% | $10,411+7.7% | $4,126+171.8% |
| Admin fee / account holder | $175 | $8,177-97.9% | $12,826-98.6% | $5,651-96.9% |