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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 | $97,125+5.4% | $86,233+18.7% | $137,256-25.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.42% | 74.19%-54.8pp | 61.39%-42.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,567 | $2,841+25.5% | $2,504+42.4% | $4,156-14.2% |
| Participant deferral / active EE | $17,963 | $5,180+246.8% | $4,559+294.0% | $6,407+180.4% |
| Admin fee / account holder | $36 | $9,725-99.6% | $8,342-99.6% | $12,270-99.7% |