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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 | $108,265 | $182,442-40.7% | $163,379-33.7% | $138,895-22.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.67% | 72.74%-55.1pp | 63.41%-45.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,766 | $4,159-33.5% | $3,752-26.3% | $4,194-34.1% |
| Participant deferral / active EE | $8,667 | $6,817+27.1% | $6,282+38.0% | $6,396+35.5% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |