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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 | $54,468 | $103,392-47.3% | $87,104-37.5% | $152,897-64.4% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.9%+14.8pp | 82.5%+9.2pp |
| Annual return | 24.58% | 28.10%-3.5pp | 28.19%-3.6pp | 345.43%-320.8pp |
| Employer contribution / active EE | $4,187 | $3,221+30.0% | $2,521+66.1% | $4,764-12.1% |
| Participant deferral / active EE | $8,899 | $4,778+86.2% | $4,048+119.8% | $5,851+52.1% |
| Admin fee / account holder | $217 | $12,194-98.2% | $7,491-97.1% | $11,599-98.1% |