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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 | $50,987 | $106,267-52.0% | $96,520-47.2% | $139,456-63.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 19.25% | 38.45%-19.2pp | 35.72%-16.5pp | 373.45%-354.2pp |
| Employer contribution / active EE | $2,454 | $4,105-40.2% | $3,739-34.4% | $4,753-48.4% |
| Participant deferral / active EE | $8,033 | $5,454+47.3% | $4,879+64.6% | $6,711+19.7% |
| Admin fee / account holder | $177 | $7,882-97.7% | $6,733-97.4% | $11,407-98.4% |