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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 | $90,368 | $112,729-19.8% | $98,716-8.5% | $137,256-34.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.36% | 38.48%-17.1pp | 31.81%-10.4pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,927 | $2,725+44.1% | $2,279+72.3% | $4,156-5.5% |
| Participant deferral / active EE | $10,428 | $4,640+124.7% | $4,048+157.6% | $6,407+62.8% |
| Admin fee / account holder | $29 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |