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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 | $76,009 | $112,729-32.6% | $98,716-23.0% | $137,256-44.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.61% | 38.48%-20.9pp | 31.81%-14.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,990 | $2,725-27.0% | $2,279-12.7% | $4,156-52.1% |
| Participant deferral / active EE | $7,915 | $4,640+70.6% | $4,048+95.5% | $6,407+23.5% |
| Admin fee / account holder | $93 | $10,129-99.1% | $8,703-98.9% | $12,270-99.2% |