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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 | $57,435 | $117,846-51.3% | $102,434-43.9% | $145,884-60.6% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 11.09% | 31.90%-20.8pp | 29.46%-18.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,218 | $3,615-38.6% | $3,023-26.6% | $4,662-52.4% |
| Participant deferral / active EE | $3,089 | $5,733-46.1% | $5,055-38.9% | $6,690-53.8% |
| Admin fee / account holder | $208 | $13,356-98.4% | $9,462-97.8% | $13,392-98.4% |