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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 | $65,866 | $98,766-33.3% | $149,730-56.0% | $79,852-17.5% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.5%-10.0pp | 69.6%+2.9pp |
| Annual return | 17.44% | 27.43%-10.0pp | 276.70%-259.3pp | 31.72%-14.3pp |
| Employer contribution / active EE | $4,413 | $3,217+37.2% | $4,645-5.0% | $2,471+78.6% |
| Participant deferral / active EE | $9,645 | $5,681+69.8% | $6,843+41.0% | $3,740+157.9% |
| Admin fee / account holder | $280 | $6,052-95.4% | $9,310-97.0% | $5,306-94.7% |