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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 | $108,318 | $103,387+4.8% | $87,102+24.4% | $152,885-29.2% |
| Participation rate | 90.9% | 79.4%+11.6pp | 76.9%+14.0pp | 82.5%+8.5pp |
| Annual return | 12.79% | 28.10%-15.3pp | 28.19%-15.4pp | 345.39%-332.6pp |
| Employer contribution / active EE | $1,030 | $3,221-68.0% | $2,521-59.2% | $4,763-78.4% |
| Participant deferral / active EE | $2,949 | $4,778-38.3% | $4,048-27.2% | $5,851-49.6% |
| Admin fee / account holder | $81 | $12,193-99.3% | $7,491-98.9% | $11,598-99.3% |