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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 | $70,606 | $201,370-64.9% | $184,256-61.7% | $145,897-51.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 13.53% | 29.05%-15.5pp | 28.85%-15.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $3,370 | $7,024-52.0% | $6,427-47.6% | $4,663-27.7% |
| Participant deferral / active EE | $8,843 | $9,808-9.8% | $9,133-3.2% | $6,689+32.2% |
| Admin fee / account holder | $269 | $16,364-98.4% | $13,899-98.1% | $13,390-98.0% |