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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 | $87,037-5.6% | $106,201-22.6% | $80,874+1.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 21.38% | 17.05%+4.3pp | 116.26%-94.9pp | 35.62%-14.2pp |
| Employer contribution / active EE | $3,500 | $2,396+46.1% | $3,170+10.4% | $2,756+27.0% |
| Participant deferral / active EE | $6,786 | $3,986+70.2% | $5,012+35.4% | $4,297+57.9% |
| Admin fee / account holder | $162 | $8,434-98.1% | $11,039-98.5% | $6,935-97.7% |