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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 | $83,904 | $101,063-17.0% | $81,473+3.0% | $147,586-43.1% |
| Participation rate | 90.0% | 74.5%+15.5pp | 68.0%+22.0pp | 82.8%+7.2pp |
| Annual return | 16.40% | 32.41%-16.0pp | 38.78%-22.4pp | 578.59%-562.2pp |
| Employer contribution / active EE | $2,777 | $3,206-13.4% | $2,568+8.1% | $4,876-43.1% |
| Participant deferral / active EE | $6,154 | $4,242+45.1% | $3,537+74.0% | $5,439+13.2% |
| Admin fee / account holder | $292 | $5,812-95.0% | $4,561-93.6% | $10,886-97.3% |