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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 | $60,735 | $117,846-48.5% | $102,434-40.7% | $145,884-58.4% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 10.42% | 31.90%-21.5pp | 29.46%-19.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,155 | $3,615-68.1% | $3,023-61.8% | $4,662-75.2% |
| Participant deferral / active EE | $5,743 | $5,733+0.2% | $5,055+13.6% | $6,690-14.2% |
| Admin fee / account holder | $24 | $13,356-99.8% | $9,462-99.7% | $13,392-99.8% |