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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 | $98,215 | $106,524-7.8% | $152,301-35.5% | $87,485+12.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.43% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,628 | $3,371-51.7% | $4,624-64.8% | $2,596-37.3% |
| Participant deferral / active EE | $3,080 | $6,525-52.8% | $8,004-61.5% | $4,274-27.9% |
| Admin fee / account holder | $299 | $8,287-96.4% | $14,398-97.9% | $7,775-96.1% |