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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 | $51,253 | $97,125-47.2% | $86,233-40.6% | $137,256-62.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 11.29% | 74.19%-62.9pp | 61.39%-50.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,621 | $2,841-7.8% | $2,504+4.7% | $4,156-36.9% |
| Participant deferral / active EE | $3,243 | $5,180-37.4% | $4,559-28.9% | $6,407-49.4% |
| Admin fee / account holder | $108 | $9,725-98.9% | $8,342-98.7% | $12,270-99.1% |