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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 | $84,957 | $109,359-22.3% | $162,177-47.6% | $72,975+16.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.65% | 25.46%-6.8pp | 115.60%-97.0pp | 81.01%-62.4pp |
| Employer contribution / active EE | $4,769 | $3,907+22.0% | $5,613-15.0% | $2,440+95.4% |
| Participant deferral / active EE | $13,588 | $5,481+147.9% | $7,297+86.2% | $3,608+276.7% |
| Admin fee / account holder | $4 | $7,972-99.9% | $10,843-100.0% | $5,124-99.9% |