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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 | $96,314 | $94,031+2.4% | $115,768-16.8% | $82,448+16.8% |
| Participation rate | 83.3% | 70.4%+12.9pp | 74.4%+8.9pp | 68.1%+15.3pp |
| Annual return | 16.55% | 20.61%-4.1pp | 100.46%-83.9pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,695 | $2,323-27.1% | $2,940-42.4% | $2,551-33.6% |
| Participant deferral / active EE | $4,201 | $3,972+5.8% | $4,917-14.6% | $4,139+1.5% |
| Admin fee / account holder | $0 | $10,249-100.0% | $12,439-100.0% | $7,234-100.0% |