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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 | $41,337 | $110,337-62.5% | $102,383-59.6% | $145,877-71.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 14.53% | 24.83%-10.3pp | 24.94%-10.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $4,108 | $4,216-2.6% | $3,870+6.1% | $4,663-11.9% |
| Participant deferral / active EE | $6,927 | $5,621+23.2% | $5,060+36.9% | $6,691+3.5% |
| Admin fee / account holder | $207 | $9,750-97.9% | $8,391-97.5% | $13,402-98.5% |