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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 | $60,269 | $113,338-46.8% | $94,993-36.6% | $147,585-59.2% |
| Participation rate | 81.3% | 78.0%+3.3pp | 73.9%+7.4pp | 82.8%-1.6pp |
| Annual return | 20.33% | 20.80%-0.5pp | 27.14%-6.8pp | 578.58%-558.3pp |
| Employer contribution / active EE | $6,228 | $3,160+97.0% | $2,603+139.2% | $4,876+27.7% |
| Participant deferral / active EE | $1,623 | $3,777-57.0% | $3,317-51.1% | $5,439-70.2% |
| Admin fee / account holder | $114 | $6,063-98.1% | $4,960-97.7% | $10,886-99.0% |