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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 | $63,729 | $96,491-34.0% | $75,894-16.0% | $152,885-58.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.0pp | 82.5%+0.9pp |
| Annual return | 20.73% | 33.98%-13.3pp | 30.76%-10.0pp | 345.39%-324.7pp |
| Employer contribution / active EE | $2,484 | $3,310-24.9% | $2,501-0.7% | $4,763-47.8% |
| Participant deferral / active EE | $6,689 | $4,553+46.9% | $3,603+85.6% | $5,851+14.3% |
| Admin fee / account holder | $5 | $8,079-99.9% | $5,420-99.9% | $11,598-100.0% |