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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 | $131,279 | $161,352-18.6% | $134,172-2.2% | $137,256-4.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 12.82% | 28.72%-15.9pp | 25.30%-12.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,402 | $4,099-65.8% | $3,420-59.0% | $4,156-66.3% |
| Participant deferral / active EE | $10,691 | $5,552+92.5% | $4,690+127.9% | $6,407+66.9% |
| Admin fee / account holder | $23 | $15,028-99.8% | $12,016-99.8% | $12,270-99.8% |