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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 | $65,600 | $106,588-38.5% | $94,215-30.4% | $155,188-57.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 13.73% | 29.39%-15.7pp | 28.22%-14.5pp | 148.84%-135.1pp |
| Employer contribution / active EE | $3,450 | $3,080+12.0% | $2,675+29.0% | $4,248-18.8% |
| Participant deferral / active EE | $3,036 | $4,802-36.8% | $4,276-29.0% | $6,531-53.5% |
| Admin fee / account holder | $148 | $12,281-98.8% | $10,216-98.6% | $14,480-99.0% |