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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 | $96,755 | $104,251-7.2% | $91,004+6.3% | $147,586-34.4% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.6%+16.7pp | 82.8%+9.5pp |
| Annual return | 14.24% | 27.06%-12.8pp | 4.60%+9.6pp | 578.59%-564.4pp |
| Employer contribution / active EE | $2,747 | $3,116-11.8% | $2,456+11.9% | $4,876-43.7% |
| Participant deferral / active EE | $6,831 | $4,195+62.8% | $3,548+92.6% | $5,439+25.6% |
| Admin fee / account holder | $26 | $8,948-99.7% | $5,417-99.5% | $10,886-99.8% |