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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 | $103,109 | $149,741-31.1% | $118,914-13.3% | $158,982-35.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.52% | 19.94%-3.4pp | 35.89%-19.4pp | 302.99%-286.5pp |
| Employer contribution / active EE | $2,808 | $4,119-31.8% | $3,264-14.0% | $4,763-41.0% |
| Participant deferral / active EE | $13,104 | $5,226+150.8% | $4,266+207.2% | $5,983+119.0% |
| Admin fee / account holder | $255 | $8,607-97.0% | $6,582-96.1% | $11,252-97.7% |