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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 | $58,321 | $97,125-40.0% | $86,233-32.4% | $137,256-57.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 19.07% | 74.19%-55.1pp | 61.39%-42.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,101 | $2,841-61.2% | $2,504-56.0% | $4,156-73.5% |
| Participant deferral / active EE | $10,597 | $5,180+104.6% | $4,559+132.4% | $6,407+65.4% |
| Admin fee / account holder | $72 | $9,725-99.3% | $8,342-99.1% | $12,270-99.4% |