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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 | $55,088 | $122,962-55.2% | $71,585-23.0% | $138,895-60.3% |
| Participation rate | 87.5% | 68.9%+18.6pp | 68.2%+19.3pp | 79.9%+7.6pp |
| Annual return | 16.60% | 37.84%-21.2pp | 59.26%-42.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $15,852 | $2,620+505.1% | $1,669+850.0% | $4,194+277.9% |
| Participant deferral / active EE | $7,750 | $4,311+79.8% | $2,923+165.1% | $6,396+21.2% |
| Admin fee / account holder | $77 | $6,488-98.8% | $4,712-98.4% | $12,562-99.4% |