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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 | $65,604 | $112,729-41.8% | $98,716-33.5% | $137,256-52.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.91% | 38.48%-18.6pp | 31.81%-11.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,887 | $2,725-30.8% | $2,279-17.2% | $4,156-54.6% |
| Participant deferral / active EE | $6,580 | $4,640+41.8% | $4,048+62.6% | $6,407+2.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |