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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 | $95,051 | $162,821-41.6% | $133,978-29.1% | $158,982-40.2% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 22.69% | 41.95%-19.3pp | 45.10%-22.4pp | 302.99%-280.3pp |
| Employer contribution / active EE | $1,389 | $4,976-72.1% | $3,919-64.6% | $4,763-70.8% |
| Participant deferral / active EE | $3,467 | $5,910-41.3% | $5,047-31.3% | $5,983-42.1% |
| Admin fee / account holder | $256 | $11,742-97.8% | $8,930-97.1% | $11,252-97.7% |