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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 | $103,164-21.8% | $90,259-10.7% | $154,746-47.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 15.51% | 19.25%-3.7pp | 18.88%-3.4pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,543 | $2,532+0.5% | $2,291+11.0% | $4,379-41.9% |
| Participant deferral / active EE | $4,367 | $4,422-1.2% | $3,827+14.1% | $6,730-35.1% |
| Admin fee / account holder | $205 | $8,593-97.6% | $7,267-97.2% | $14,365-98.6% |