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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 | $109,991 | $124,425-11.6% | $112,040-1.8% | $137,256-19.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.54% | 24.72%-5.2pp | 24.52%-5.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,436 | $3,411-28.6% | $2,954-17.5% | $4,156-41.4% |
| Participant deferral / active EE | $11,859 | $5,718+107.4% | $5,098+132.6% | $6,407+85.1% |
| Admin fee / account holder | $288 | $15,207-98.1% | $12,098-97.6% | $12,270-97.7% |