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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 | $78,244 | $87,166-10.2% | $76,735+2.0% | $137,256-43.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 22.97% | 26.50%-3.5pp | 29.77%-6.8pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,705 | $2,904-6.9% | $2,454+10.2% | $4,156-34.9% |
| Participant deferral / active EE | $4,098 | $4,726-13.3% | $4,088+0.2% | $6,407-36.0% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |