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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 | $99,031 | $76,312+29.8% | $67,221+47.3% | $158,982-37.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.28% | 22.77%-4.5pp | 20.72%-2.4pp | 302.99%-284.7pp |
| Employer contribution / active EE | $3,149 | $4,476-29.7% | $3,723-15.4% | $4,763-33.9% |
| Participant deferral / active EE | $3,895 | $5,264-26.0% | $4,384-11.2% | $5,983-34.9% |
| Admin fee / account holder | $211 | $8,005-97.4% | $5,844-96.4% | $11,252-98.1% |