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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 | $151,908 | $228,395-33.5% | $185,861-18.3% | $158,982-4.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.72% | 40.82%-23.1pp | 35.96%-18.2pp | 302.99%-285.3pp |
| Employer contribution / active EE | $1,671 | $4,968-66.4% | $4,088-59.1% | $4,763-64.9% |
| Participant deferral / active EE | $3,781 | $6,417-41.1% | $5,634-32.9% | $5,983-36.8% |
| Admin fee / account holder | $45 | $11,869-99.6% | $9,503-99.5% | $11,252-99.6% |