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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 | $186,605 | $211,105-11.6% | $178,449+4.6% | $145,978+27.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.47% | 30.19%-21.7pp | 27.09%-18.6pp | 550.52%-542.0pp |
| Employer contribution / active EE | $2,079 | $4,569-54.5% | $3,951-47.4% | $4,662-55.4% |
| Participant deferral / active EE | $11,868 | $6,959+70.5% | $6,277+89.1% | $6,690+77.4% |
| Admin fee / account holder | $60 | $12,017-99.5% | $10,362-99.4% | $13,400-99.6% |