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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 | $43,442 | $110,337-60.6% | $102,383-57.6% | $145,877-70.2% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 18.75% | 24.83%-6.1pp | 24.94%-6.2pp | 551.28%-532.5pp |
| Employer contribution / active EE | $3,562 | $4,216-15.5% | $3,870-8.0% | $4,663-23.6% |
| Participant deferral / active EE | $6,997 | $5,621+24.5% | $5,060+38.3% | $6,691+4.6% |
| Admin fee / account holder | $209 | $9,750-97.9% | $8,391-97.5% | $13,402-98.4% |