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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 | $102,518 | $93,598+9.5% | $135,974-24.6% | $75,173+36.4% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+1.0pp | 67.2%+15.7pp |
| Annual return | 22.49% | 30.89%-8.4pp | 68.30%-45.8pp | 160.72%-138.2pp |
| Employer contribution / active EE | $2,206 | $3,538-37.6% | $4,859-54.6% | $2,671-17.4% |
| Participant deferral / active EE | $5,522 | $6,405-13.8% | $7,760-28.8% | $4,126+33.8% |
| Admin fee / account holder | $25 | $6,978-99.6% | $10,767-99.8% | $5,651-99.6% |