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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 | $42,882 | $211,239-79.7% | $178,528-76.0% | $145,877-70.6% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.51% | 30.22%-16.7pp | 27.11%-13.6pp | 551.28%-537.8pp |
| Employer contribution / active EE | $4,464 | $4,570-2.3% | $3,950+13.0% | $4,663-4.3% |
| Participant deferral / active EE | $10,153 | $6,963+45.8% | $6,278+61.7% | $6,691+51.7% |
| Admin fee / account holder | $207 | $12,095-98.3% | $10,419-98.0% | $13,402-98.5% |