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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 | $59,032 | $110,212-46.4% | $96,534-38.8% | $139,466-57.7% |
| Participation rate | 82.4% | 78.1%+4.2pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 18.23% | 26.42%-8.2pp | 25.88%-7.7pp | 373.66%-355.4pp |
| Employer contribution / active EE | $2,447 | $3,620-32.4% | $2,965-17.5% | $4,754-48.5% |
| Participant deferral / active EE | $3,359 | $5,547-39.4% | $4,851-30.8% | $6,712-50.0% |
| Admin fee / account holder | $4 | $11,599-100.0% | $8,253-99.9% | $11,409-100.0% |