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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 | $94,212 | $97,289-3.2% | $92,805+1.5% | $155,188-39.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 14.89% | 29.03%-14.1pp | 31.59%-16.7pp | 148.84%-133.9pp |
| Employer contribution / active EE | $2,864 | $3,632-21.1% | $3,424-16.4% | $4,248-32.6% |
| Participant deferral / active EE | $23,500 | $8,795+167.2% | $8,448+178.2% | $6,531+259.8% |
| Admin fee / account holder | $40 | $12,015-99.7% | $10,911-99.6% | $14,480-99.7% |