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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 | $104,549 | $126,661-17.5% | $113,397-7.8% | $138,895-24.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 16.63% | 25.05%-8.4pp | 23.20%-6.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,431 | $3,456-29.7% | $2,977-18.3% | $4,194-42.0% |
| Participant deferral / active EE | $22,188 | $5,693+289.8% | $5,076+337.1% | $6,396+246.9% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |