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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 | $102,752 | $106,280-3.3% | $96,538+6.4% | $139,487-26.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.52% | 38.48%-21.0pp | 35.74%-18.2pp | 373.84%-356.3pp |
| Employer contribution / active EE | $2,722 | $4,107-33.7% | $3,740-27.2% | $4,755-42.8% |
| Participant deferral / active EE | $5,245 | $5,457-3.9% | $4,880+7.5% | $6,713-21.9% |
| Admin fee / account holder | $16 | $7,888-99.8% | $6,737-99.8% | $11,407-99.9% |