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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 | $52,163 | $106,280-50.9% | $96,538-46.0% | $139,487-62.6% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 19.02% | 38.48%-19.5pp | 35.74%-16.7pp | 373.84%-354.8pp |
| Employer contribution / active EE | $5,144 | $4,107+25.2% | $3,740+37.5% | $4,755+8.2% |
| Participant deferral / active EE | $4,915 | $5,457-9.9% | $4,880+0.7% | $6,713-26.8% |
| Admin fee / account holder | $284 | $7,888-96.4% | $6,737-95.8% | $11,407-97.5% |