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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 | $50,615 | $110,379-54.1% | $102,412-50.6% | $145,884-65.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 17.97% | 24.84%-6.9pp | 24.94%-7.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $2,499 | $4,216-40.7% | $3,870-35.4% | $4,662-46.4% |
| Participant deferral / active EE | $9,948 | $5,622+77.0% | $5,060+96.6% | $6,690+48.7% |
| Admin fee / account holder | $14 | $9,745-99.9% | $8,388-99.8% | $13,392-99.9% |