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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 | $103,319 | $104,650-1.3% | $83,854+23.2% | $155,188-33.4% |
| Participation rate | 80.0% | 65.1%+14.9pp | 59.1%+20.9pp | 80.8%-0.8pp |
| Annual return | 17.53% | 28.97%-11.4pp | 31.39%-13.9pp | 148.84%-131.3pp |
| Employer contribution / active EE | $2,493 | $1,196+108.4% | $1,017+145.1% | $4,248-41.3% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $24 | $3,518-99.3% | $3,197-99.2% | $14,480-99.8% |