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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 | $82,905 | $112,729-26.5% | $98,716-16.0% | $137,256-39.6% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.3%+23.6pp | 80.0%+12.9pp |
| Annual return | 19.11% | 38.48%-19.4pp | 31.81%-12.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,971 | $2,725+45.7% | $2,279+74.3% | $4,156-4.5% |
| Participant deferral / active EE | $7,237 | $4,640+56.0% | $4,048+78.8% | $6,407+13.0% |
| Admin fee / account holder | $19 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |