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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 | $89,204 | $106,247-16.0% | $96,515-7.6% | $139,466-36.0% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 20.18% | 38.47%-18.3pp | 35.73%-15.5pp | 373.66%-353.5pp |
| Employer contribution / active EE | $2,938 | $4,106-28.4% | $3,740-21.4% | $4,754-38.2% |
| Participant deferral / active EE | $8,594 | $5,456+57.5% | $4,880+76.1% | $6,712+28.0% |
| Admin fee / account holder | $14 | $7,885-99.8% | $6,735-99.8% | $11,409-99.9% |