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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 | $70,679 | $112,729-37.3% | $98,716-28.4% | $137,256-48.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.39% | 38.48%-20.1pp | 31.81%-13.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,624 | $2,725-3.7% | $2,279+15.2% | $4,156-36.9% |
| Participant deferral / active EE | $14,552 | $4,640+213.6% | $4,048+259.5% | $6,407+127.1% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |