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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 | $60,487 | $111,814-45.9% | $103,374-41.5% | $145,959-58.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.19% | 24.77%-10.6pp | 24.89%-10.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $2,017 | $4,214-52.1% | $3,869-47.9% | $4,661-56.7% |
| Participant deferral / active EE | $10,857 | $5,618+93.2% | $5,058+114.7% | $6,689+62.3% |
| Admin fee / account holder | $239 | $9,754-97.5% | $8,394-97.1% | $13,398-98.2% |