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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 | $81,233+20.9% | $155,567-36.9% | $80,874+21.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.13% | 33.33%-22.2pp | 64.74%-53.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $2,699 | $3,101-13.0% | $4,674-42.3% | $2,756-2.1% |
| Participant deferral / active EE | $7,471 | $3,452+116.4% | $5,628+32.7% | $4,297+73.9% |
| Admin fee / account holder | $87 | $7,998-98.9% | $15,916-99.5% | $6,935-98.7% |