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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 | $112,232 | $116,203-3.4% | $93,621+19.9% | $152,909-26.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 23.35% | 35.96%-12.6pp | 32.76%-9.4pp | 345.46%-322.1pp |
| Employer contribution / active EE | $2,542 | $3,219-21.0% | $2,719-6.5% | $4,764-46.6% |
| Participant deferral / active EE | $8,594 | $4,605+86.6% | $4,070+111.2% | $5,851+46.9% |
| Admin fee / account holder | $14 | $10,751-99.9% | $7,890-99.8% | $11,601-99.9% |