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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 | $112,866 | $124,980-9.7% | $108,359+4.2% | $154,746-27.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.35% | 45.00%-30.6pp | 36.89%-22.5pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,156 | $2,851-24.4% | $2,399-10.1% | $4,379-50.8% |
| Participant deferral / active EE | $5,000 | $4,743+5.4% | $4,137+20.9% | $6,730-25.7% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |