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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 | $68,503 | $91,037-24.8% | $71,671-4.4% | $147,586-53.6% |
| Participation rate | 94.4% | 76.1%+18.3pp | 68.7%+25.7pp | 82.8%+11.6pp |
| Annual return | 13.88% | 20.48%-6.6pp | 20.65%-6.8pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,073 | $3,327-67.7% | $2,460-56.4% | $4,876-78.0% |
| Participant deferral / active EE | $5,059 | $4,498+12.5% | $3,438+47.2% | $5,439-7.0% |
| Admin fee / account holder | $99 | $8,613-98.8% | $5,558-98.2% | $10,886-99.1% |