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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 | $76,871 | $96,491-20.3% | $75,894+1.3% | $152,885-49.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 21.38% | 33.98%-12.6pp | 30.76%-9.4pp | 345.39%-324.0pp |
| Employer contribution / active EE | $2,567 | $3,310-22.5% | $2,501+2.6% | $4,763-46.1% |
| Participant deferral / active EE | $5,222 | $4,553+14.7% | $3,603+44.9% | $5,851-10.7% |
| Admin fee / account holder | $204 | $8,079-97.5% | $5,420-96.2% | $11,598-98.2% |