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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 | $164,588 | $201,344-18.3% | $184,243-10.7% | $145,877+12.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.00% | 29.01%-13.0pp | 28.82%-12.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $3,408 | $7,022-51.5% | $6,427-47.0% | $4,663-26.9% |
| Participant deferral / active EE | $3,352 | $9,807-65.8% | $9,132-63.3% | $6,691-49.9% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |