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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 | $53,011 | $110,379-52.0% | $102,412-48.2% | $145,884-63.7% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 11.42% | 24.84%-13.4pp | 24.94%-13.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $3,682 | $4,216-12.7% | $3,870-4.9% | $4,662-21.0% |
| Participant deferral / active EE | $2,970 | $5,622-47.2% | $5,060-41.3% | $6,690-55.6% |
| Admin fee / account holder | $264 | $9,745-97.3% | $8,388-96.9% | $13,392-98.0% |