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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 | $137,949 | $176,786-22.0% | $146,643-5.9% | $167,536-17.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.97% | 24.04%-8.1pp | 22.75%-6.8pp | 478.82%-462.8pp |
| Employer contribution / active EE | $4,819 | $5,161-6.6% | $4,137+16.5% | $4,839-0.4% |
| Participant deferral / active EE | $6,726 | $6,440+4.4% | $5,506+22.2% | $6,342+6.0% |
| Admin fee / account holder | $85 | $13,262-99.4% | $10,280-99.2% | $12,315-99.3% |