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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 | $59,834 | $211,288-71.7% | $178,540-66.5% | $145,884-59.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 15.55% | 30.27%-14.7pp | 27.15%-11.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $4,287 | $4,574-6.3% | $3,953+8.5% | $4,662-8.0% |
| Participant deferral / active EE | $9,031 | $6,967+29.6% | $6,281+43.8% | $6,690+35.0% |
| Admin fee / account holder | $130 | $12,105-98.9% | $10,424-98.8% | $13,392-99.0% |