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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 | $90,740 | $106,280-14.6% | $96,538-6.0% | $139,487-34.9% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 16.52% | 38.48%-22.0pp | 35.74%-19.2pp | 373.84%-357.3pp |
| Employer contribution / active EE | $3,808 | $4,107-7.3% | $3,740+1.8% | $4,755-19.9% |
| Participant deferral / active EE | $13,353 | $5,457+144.7% | $4,880+173.6% | $6,713+98.9% |
| Admin fee / account holder | $190 | $7,888-97.6% | $6,737-97.2% | $11,407-98.3% |