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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 | $87,059-5.6% | $105,608-22.2% | $80,925+1.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 21.38% | 17.05%+4.3pp | 116.50%-95.1pp | 35.65%-14.3pp |
| Employer contribution / active EE | $3,500 | $2,396+46.1% | $3,167+10.5% | $2,756+27.0% |
| Participant deferral / active EE | $6,786 | $3,986+70.2% | $5,010+35.5% | $4,299+57.9% |
| Admin fee / account holder | $162 | $8,443-98.1% | $11,028-98.5% | $6,940-97.7% |