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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 | $91,214 | $117,895-22.6% | $102,460-11.0% | $145,897-37.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 29.98% | 31.92%-1.9pp | 29.47%+0.5pp | 552.29%-522.3pp |
| Employer contribution / active EE | $1,824 | $3,619-49.6% | $3,025-39.7% | $4,663-60.9% |
| Participant deferral / active EE | $10,584 | $5,736+84.5% | $5,056+109.3% | $6,689+58.2% |
| Admin fee / account holder | $92 | $13,353-99.3% | $9,460-99.0% | $13,390-99.3% |