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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 | $100,008 | $115,917-13.7% | $100,535-0.5% | $158,982-37.1% |
| Participation rate | 83.3% | 81.6%+1.7pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 14.57% | 34.80%-20.2pp | 30.90%-16.3pp | 302.99%-288.4pp |
| Employer contribution / active EE | $3,916 | $4,105-4.6% | $3,419+14.5% | $4,763-17.8% |
| Participant deferral / active EE | $13,617 | $6,677+104.0% | $6,271+117.1% | $5,983+127.6% |
| Admin fee / account holder | $133 | $11,002-98.8% | $8,085-98.4% | $11,252-98.8% |