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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 | $76,879 | $91,179-15.7% | $178,499-56.9% | $79,852-3.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.16% | 24.19%-10.0pp | 151.10%-136.9pp | 31.72%-17.6pp |
| Employer contribution / active EE | $5,592 | $3,256+71.7% | $5,011+11.6% | $2,471+126.3% |
| Participant deferral / active EE | $5,337 | $3,236+64.9% | $5,202+2.6% | $3,740+42.7% |
| Admin fee / account holder | $115 | $6,749-98.3% | $13,986-99.2% | $5,306-97.8% |