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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 | $71,517 | $99,053-27.8% | $88,179-18.9% | $138,895-48.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.24% | 78.17%-61.9pp | 64.97%-48.7pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,529 | $2,882-12.3% | $2,549-0.8% | $4,194-39.7% |
| Participant deferral / active EE | $4,690 | $5,225-10.3% | $4,614+1.6% | $6,396-26.7% |
| Admin fee / account holder | $276 | $8,748-96.8% | $7,673-96.4% | $12,562-97.8% |