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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 | $77,189 | $94,439-18.3% | $73,658+4.8% | $154,746-50.1% |
| Participation rate | 71.4% | 64.7%+6.8pp | 57.0%+14.4pp | 80.7%-9.3pp |
| Annual return | 23.03% | 28.25%-5.2pp | 29.72%-6.7pp | 172.34%-149.3pp |
| Employer contribution / active EE | $1,584 | $1,257+26.0% | $1,032+53.4% | $4,379-63.8% |
| Participant deferral / active EE | $17,571 | $2,527+595.3% | $2,062+752.2% | $6,730+161.1% |
| Admin fee / account holder | $100 | $3,843-97.4% | $3,357-97.0% | $14,365-99.3% |