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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 | $80,316 | $124,425-35.5% | $112,040-28.3% | $137,256-41.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.98% | 24.72%-1.7pp | 24.52%-1.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,925 | $3,411-14.2% | $2,954-1.0% | $4,156-29.6% |
| Participant deferral / active EE | $26,971 | $5,718+371.7% | $5,098+429.1% | $6,407+321.0% |
| Admin fee / account holder | $80 | $15,207-99.5% | $12,098-99.3% | $12,270-99.3% |