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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 | $92,855 | $102,245-9.2% | $89,340+3.9% | $137,256-32.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.27% | 21.89%-1.6pp | 20.57%-0.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,664 | $2,529-34.2% | $2,231-25.4% | $4,156-60.0% |
| Participant deferral / active EE | $17,056 | $4,436+284.5% | $3,823+346.2% | $6,407+166.2% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |