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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 | $75,643 | $161,352-53.1% | $134,172-43.6% | $137,256-44.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 18.05% | 28.72%-10.7pp | 25.30%-7.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,950 | $4,099-52.4% | $3,420-43.0% | $4,156-53.1% |
| Participant deferral / active EE | $10,400 | $5,552+87.3% | $4,690+121.7% | $6,407+62.3% |
| Admin fee / account holder | $281 | $15,028-98.1% | $12,016-97.7% | $12,270-97.7% |