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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 | $102,000 | $211,288-51.7% | $178,540-42.9% | $145,884-30.1% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 14.05% | 30.27%-16.2pp | 27.15%-13.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,802 | $4,574-16.9% | $3,953-3.8% | $4,662-18.4% |
| Participant deferral / active EE | $5,667 | $6,967-18.7% | $6,281-9.8% | $6,690-15.3% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |