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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 | $82,154 | $87,132-5.7% | $105,624-22.2% | $80,959+1.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 21.38% | 17.03%+4.4pp | 116.20%-94.8pp | 35.67%-14.3pp |
| Employer contribution / active EE | $3,500 | $2,397+46.0% | $3,168+10.5% | $2,757+27.0% |
| Participant deferral / active EE | $6,786 | $3,985+70.3% | $5,013+35.4% | $4,300+57.8% |
| Admin fee / account holder | $162 | $8,449-98.1% | $10,961-98.5% | $6,925-97.7% |