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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 | $85,386 | $97,751-12.6% | $103,431-17.4% | $145,978-41.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.14% | 25.43%-12.3pp | 23.92%-10.8pp | 550.52%-537.4pp |
| Employer contribution / active EE | $5,717 | $4,684+22.1% | $4,678+22.2% | $4,662+22.6% |
| Participant deferral / active EE | $2,042 | $6,603-69.1% | $6,625-69.2% | $6,690-69.5% |
| Admin fee / account holder | $81 | $12,515-99.4% | $9,412-99.1% | $13,400-99.4% |