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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 | $124,980-27.7% | $108,359-16.6% | $154,746-41.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.36% | 45.00%-23.6pp | 36.89%-15.5pp | 172.34%-151.0pp |
| Employer contribution / active EE | $3,927 | $2,851+37.7% | $2,399+63.6% | $4,379-10.3% |
| Participant deferral / active EE | $10,428 | $4,743+119.9% | $4,137+152.1% | $6,730+54.9% |
| Admin fee / account holder | $29 | $11,502-99.7% | $9,741-99.7% | $14,365-99.8% |