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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 | $66,086 | $112,729-41.4% | $98,716-33.1% | $137,256-51.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.12% | 38.48%-18.4pp | 31.81%-11.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,469 | $2,725+27.3% | $2,279+52.2% | $4,156-16.5% |
| Participant deferral / active EE | $10,598 | $4,640+128.4% | $4,048+161.8% | $6,407+65.4% |
| Admin fee / account holder | $227 | $10,129-97.8% | $8,703-97.4% | $12,270-98.2% |