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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 | $69,561 | $115,917-40.0% | $100,535-30.8% | $158,982-56.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.67% | 34.80%-15.1pp | 30.90%-11.2pp | 302.99%-283.3pp |
| Employer contribution / active EE | $3,500 | $4,105-14.7% | $3,419+2.4% | $4,763-26.5% |
| Participant deferral / active EE | $9,320 | $6,677+39.6% | $6,271+48.6% | $5,983+55.8% |
| Admin fee / account holder | $279 | $11,002-97.5% | $8,085-96.5% | $11,252-97.5% |