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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 | $104,009 | $98,240+5.9% | $82,312+26.4% | $147,586-29.5% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 18.03% | 30.85%-12.8pp | 25.88%-7.8pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,936 | $3,192-39.4% | $2,428-20.3% | $4,876-60.3% |
| Participant deferral / active EE | $6,665 | $4,383+52.1% | $3,706+79.8% | $5,439+22.5% |
| Admin fee / account holder | $136 | $8,563-98.4% | $5,608-97.6% | $10,886-98.7% |