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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 | $66,494 | $108,285-38.6% | $77,552-14.3% | $158,982-58.2% |
| Participation rate | 90.0% | 64.4%+25.6pp | 54.2%+35.8pp | 82.0%+8.0pp |
| Annual return | 15.09% | 31.69%-16.6pp | 54.82%-39.7pp | 302.99%-287.9pp |
| Employer contribution / active EE | $991 | $1,325-25.2% | $987+0.4% | $4,763-79.2% |
| Participant deferral / active EE | $2,409 | $2,455-1.9% | $1,861+29.5% | $5,983-59.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |