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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 | $84,487 | $124,425-32.1% | $112,040-24.6% | $137,256-38.4% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.5%+18.7pp | 80.0%+15.3pp |
| Annual return | 15.23% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,834 | $3,411-16.9% | $2,954-4.0% | $4,156-31.8% |
| Participant deferral / active EE | $2,806 | $5,718-50.9% | $5,098-45.0% | $6,407-56.2% |
| Admin fee / account holder | $218 | $15,207-98.6% | $12,098-98.2% | $12,270-98.2% |