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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 | $107,877 | $118,488-9.0% | $98,462+9.6% | $139,487-22.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.41% | 18.96%-0.6pp | 21.17%-2.8pp | 373.84%-355.4pp |
| Employer contribution / active EE | $2,777 | $3,611-23.1% | $3,049-8.9% | $4,755-41.6% |
| Participant deferral / active EE | $7,861 | $5,393+45.8% | $4,738+65.9% | $6,713+17.1% |
| Admin fee / account holder | $48 | $13,868-99.7% | $8,875-99.5% | $11,407-99.6% |