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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 | $84,676 | $112,729-24.9% | $98,716-14.2% | $137,256-38.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.70% | 38.48%-18.8pp | 31.81%-12.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,880 | $2,725+5.7% | $2,279+26.4% | $4,156-30.7% |
| Participant deferral / active EE | $22,500 | $4,640+384.9% | $4,048+455.9% | $6,407+251.2% |
| Admin fee / account holder | $13 | $10,129-99.9% | $8,703-99.8% | $12,270-99.9% |