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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 | $101,305 | $106,115-4.5% | $85,969+17.8% | $125,389-19.2% |
| Participation rate | 90.9% | 84.1%+6.9pp | 76.5%+14.4pp | 83.2%+7.7pp |
| Annual return | 0.42% | 13.93%-13.5pp | 9.32%-8.9pp | 282.24%-281.8pp |
| Employer contribution / active EE | $3,275 | $4,537-27.8% | $3,474-5.7% | $4,866-32.7% |
| Participant deferral / active EE | $4,896 | $4,859+0.7% | $3,829+27.9% | $5,352-8.5% |
| Admin fee / account holder | $44 | $8,144-99.5% | $6,053-99.3% | $9,541-99.5% |