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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 | $57,261 | $139,948-59.1% | $121,663-52.9% | $154,746-63.0% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.5%+5.5pp | 80.7%-0.7pp |
| Annual return | 21.31% | 230.52%-209.2pp | 147.54%-126.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $13,907 | $3,521+295.0% | $3,020+360.5% | $4,379+217.6% |
| Participant deferral / active EE | $12,200 | $5,629+116.7% | $4,887+149.6% | $6,730+81.3% |
| Admin fee / account holder | $208 | $17,321-98.8% | $14,289-98.5% | $14,365-98.6% |