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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 | $98,217 | $81,276+20.8% | $155,574-36.9% | $80,925+21.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.13% | 33.36%-22.2pp | 64.87%-53.7pp | 35.65%-24.5pp |
| Employer contribution / active EE | $2,699 | $3,103-13.0% | $4,676-42.3% | $2,756-2.1% |
| Participant deferral / active EE | $7,471 | $3,453+116.4% | $5,629+32.7% | $4,299+73.8% |
| Admin fee / account holder | $87 | $7,993-98.9% | $15,914-99.5% | $6,940-98.7% |