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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 | $107,485 | $107,809-0.3% | $97,032+10.8% | $155,188-30.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 71.6%+3.4pp | 80.8%-5.8pp |
| Annual return | 17.95% | 38.06%-20.1pp | 35.38%-17.4pp | 148.84%-130.9pp |
| Employer contribution / active EE | $631 | $2,911-78.3% | $2,629-76.0% | $4,248-85.1% |
| Participant deferral / active EE | $15,500 | $5,129+202.2% | $4,672+231.7% | $6,531+137.3% |
| Admin fee / account holder | $65 | $10,717-99.4% | $9,418-99.3% | $14,480-99.6% |