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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 | $108,169 | $115,917-6.7% | $100,535+7.6% | $158,982-32.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.69% | 34.80%-20.1pp | 30.90%-16.2pp | 302.99%-288.3pp |
| Employer contribution / active EE | $4,010 | $4,105-2.3% | $3,419+17.3% | $4,763-15.8% |
| Participant deferral / active EE | $3,288 | $6,677-50.8% | $6,271-47.6% | $5,983-45.1% |
| Admin fee / account holder | $224 | $11,002-98.0% | $8,085-97.2% | $11,252-98.0% |