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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 | $102,380 | $147,556-30.6% | $129,031-20.7% | $198,609-48.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 19.42% | 37.41%-18.0pp | 34.67%-15.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $3,567 | $3,645-2.1% | $3,226+10.6% | $5,055-29.4% |
| Participant deferral / active EE | $17,963 | $5,760+211.9% | $5,217+244.3% | $6,977+157.5% |
| Admin fee / account holder | $36 | $15,467-99.8% | $13,208-99.7% | $19,030-99.8% |