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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 | $129,871 | $136,860-5.1% | $120,344+7.9% | $154,746-16.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.56% | 21.38%-5.8pp | 20.30%-4.7pp | 172.34%-156.8pp |
| Employer contribution / active EE | $7,346 | $3,533+107.9% | $3,020+143.2% | $4,379+67.7% |
| Participant deferral / active EE | $8,564 | $5,793+47.8% | $5,135+66.8% | $6,730+27.2% |
| Admin fee / account holder | $10 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |