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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 | $99,761 | $103,393-3.5% | $87,103+14.5% | $152,909-34.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 18.76% | 28.10%-9.3pp | 28.19%-9.4pp | 345.46%-326.7pp |
| Employer contribution / active EE | $1,327 | $3,221-58.8% | $2,521-47.4% | $4,764-72.1% |
| Participant deferral / active EE | $4,122 | $4,778-13.7% | $4,049+1.8% | $5,851-29.6% |
| Admin fee / account holder | $16 | $12,195-99.9% | $7,491-99.8% | $11,601-99.9% |