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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 | $80,633 | $106,974-24.6% | $90,796-11.2% | $138,895-41.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 15.51% | 20.10%-4.6pp | 19.29%-3.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,543 | $2,609-2.5% | $2,294+10.9% | $4,194-39.4% |
| Participant deferral / active EE | $4,367 | $4,455-2.0% | $3,822+14.3% | $6,396-31.7% |
| Admin fee / account holder | $205 | $8,626-97.6% | $7,024-97.1% | $12,562-98.4% |