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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 | $54,588 | $132,634-58.8% | $115,768-52.8% | $137,256-60.2% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.4%+18.9pp | 80.0%+13.4pp |
| Annual return | 20.04% | 160.70%-140.7pp | 100.46%-80.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,684 | $3,360-49.9% | $2,940-42.7% | $4,156-59.5% |
| Participant deferral / active EE | $6,335 | $5,619+12.7% | $4,917+28.8% | $6,407-1.1% |
| Admin fee / account holder | $65 | $15,028-99.6% | $12,439-99.5% | $12,270-99.5% |