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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 | $60,185 | $103,392-41.8% | $87,104-30.9% | $152,897-60.6% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 23.57% | 28.10%-4.5pp | 28.19%-4.6pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,854 | $3,221-42.4% | $2,521-26.5% | $4,764-61.1% |
| Participant deferral / active EE | $8,185 | $4,778+71.3% | $4,048+102.2% | $5,851+39.9% |
| Admin fee / account holder | $11 | $12,194-99.9% | $7,491-99.8% | $11,599-99.9% |