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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 | $121,120 | $87,546+38.3% | $75,784+59.8% | $125,389-3.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.58% | 13.49%-11.9pp | 9.68%-8.1pp | 282.24%-280.7pp |
| Employer contribution / active EE | $2,317 | $3,930-41.0% | $3,323-30.3% | $4,866-52.4% |
| Participant deferral / active EE | $2,470 | $4,230-41.6% | $3,652-32.4% | $5,352-53.8% |
| Admin fee / account holder | $121 | $6,503-98.1% | $5,300-97.7% | $9,541-98.7% |