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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 | $69,624 | $116,190-40.1% | $93,614-25.6% | $152,885-54.5% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.5%+0.9pp |
| Annual return | 30.37% | 35.96%-5.6pp | 32.76%-2.4pp | 345.39%-315.0pp |
| Employer contribution / active EE | $3,093 | $3,219-3.9% | $2,718+13.8% | $4,763-35.1% |
| Participant deferral / active EE | $8,788 | $4,604+90.9% | $4,069+116.0% | $5,851+50.2% |
| Admin fee / account holder | $21 | $10,749-99.8% | $7,889-99.7% | $11,598-99.8% |