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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 | $98,832 | $102,609-3.7% | $98,090+0.8% | $138,895-28.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.95% | 36.44%-21.5pp | 37.05%-22.1pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,815 | $3,867-53.1% | $3,606-49.7% | $4,194-56.7% |
| Participant deferral / active EE | $3,056 | $8,167-62.6% | $7,845-61.0% | $6,396-52.2% |
| Admin fee / account holder | $20 | $11,434-99.8% | $11,815-99.8% | $12,562-99.8% |