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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 | $73,712 | $201,370-63.4% | $184,256-60.0% | $145,897-49.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.99% | 29.05%-11.1pp | 28.85%-10.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $3,890 | $7,024-44.6% | $6,427-39.5% | $4,663-16.6% |
| Participant deferral / active EE | $6,651 | $9,808-32.2% | $9,133-27.2% | $6,689-0.6% |
| Admin fee / account holder | $295 | $16,364-98.2% | $13,899-97.9% | $13,390-97.8% |