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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 | $87,129 | $117,829-26.1% | $102,423-14.9% | $145,877-40.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 32.80% | 31.83%+1.0pp | 29.42%+3.4pp | 551.28%-518.5pp |
| Employer contribution / active EE | $2,540 | $3,615-29.7% | $3,023-16.0% | $4,663-45.5% |
| Participant deferral / active EE | $8,546 | $5,732+49.1% | $5,054+69.1% | $6,691+27.7% |
| Admin fee / account holder | $11 | $13,335-99.9% | $9,455-99.9% | $13,402-99.9% |