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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 | $113,428 | $124,351-8.8% | $109,188+3.9% | $167,553-32.3% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 15.03% | 26.04%-11.0pp | 25.76%-10.7pp | 478.89%-463.9pp |
| Employer contribution / active EE | $3,087 | $4,210-26.7% | $3,723-17.1% | $4,840-36.2% |
| Participant deferral / active EE | $7,401 | $5,257+40.8% | $4,654+59.0% | $6,343+16.7% |
| Admin fee / account holder | $272 | $7,975-96.6% | $6,755-96.0% | $12,316-97.8% |