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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 | $110,132 | $104,251+5.6% | $91,004+21.0% | $147,585-25.4% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 15.43% | 27.06%-11.6pp | 4.60%+10.8pp | 578.58%-563.2pp |
| Employer contribution / active EE | $2,225 | $3,116-28.6% | $2,456-9.4% | $4,876-54.4% |
| Participant deferral / active EE | $4,168 | $4,195-0.6% | $3,548+17.5% | $5,439-23.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |