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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 | $95,556 | $97,020-1.5% | $83,322+14.7% | $135,379-29.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.05% | 12.31%-5.3pp | 10.64%-3.6pp | 519.79%-512.7pp |
| Employer contribution / active EE | $4,994 | $4,144+20.5% | $3,379+47.8% | $4,779+4.5% |
| Participant deferral / active EE | $11,876 | $5,964+99.1% | $5,565+113.4% | $5,609+111.7% |
| Admin fee / account holder | $229 | $8,426-97.3% | $7,540-97.0% | $10,828-97.9% |