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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 | $91,868 | $110,379-16.8% | $102,412-10.3% | $145,884-37.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.14% | 24.84%-10.7pp | 24.94%-10.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $4,226 | $4,216+0.2% | $3,870+9.2% | $4,662-9.4% |
| Participant deferral / active EE | $8,302 | $5,622+47.7% | $5,060+64.1% | $6,690+24.1% |
| Admin fee / account holder | $25 | $9,745-99.7% | $8,388-99.7% | $13,392-99.8% |