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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 | $102,381 | $107,666-4.9% | $102,184+0.2% | $154,746-33.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.16% | 29.33%-11.2pp | 31.58%-13.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,845 | $3,846-52.0% | $3,594-48.7% | $4,379-57.9% |
| Participant deferral / active EE | $6,726 | $8,719-22.9% | $8,309-19.1% | $6,730-0.1% |
| Admin fee / account holder | $46 | $12,943-99.6% | $11,609-99.6% | $14,365-99.7% |