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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 | $82,625 | $165,939-50.2% | $122,354-32.5% | $147,585-44.0% |
| Participation rate | 94.7% | 79.6%+15.2pp | 71.6%+23.1pp | 82.8%+11.9pp |
| Annual return | 13.72% | 34.56%-20.8pp | 30.28%-16.6pp | 578.58%-564.9pp |
| Employer contribution / active EE | $6,709 | $5,754+16.6% | $4,051+65.6% | $4,876+37.6% |
| Participant deferral / active EE | $1,270 | $4,005-68.3% | $3,287-61.4% | $5,439-76.6% |
| Admin fee / account holder | -$81 | $7,425-101.1% | $5,479-101.5% | $10,886-100.7% |