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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 | $50,871 | $105,856-51.9% | $90,161-43.6% | $147,586-65.5% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 19.91% | 37.63%-17.7pp | 34.89%-15.0pp | 578.59%-558.7pp |
| Employer contribution / active EE | $2,472 | $4,126-40.1% | $3,318-25.5% | $4,876-49.3% |
| Participant deferral / active EE | $5,757 | $5,733+0.4% | $5,287+8.9% | $5,439+5.8% |
| Admin fee / account holder | $296 | $8,046-96.3% | $5,943-95.0% | $10,886-97.3% |