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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 | $211,224-79.7% | $178,505-76.0% | $145,897-70.6% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.51% | 30.28%-16.8pp | 27.16%-13.6pp | 552.29%-538.8pp |
| Employer contribution / active EE | $4,464 | $4,577-2.5% | $3,955+12.9% | $4,663-4.3% |
| Participant deferral / active EE | $10,153 | $6,966+45.8% | $6,280+61.7% | $6,689+51.8% |
| Admin fee / account holder | $207 | $12,109-98.3% | $10,428-98.0% | $13,390-98.5% |