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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 | $89,121 | $201,372-55.7% | $184,260-51.6% | $145,884-38.9% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 15.33% | 29.04%-13.7pp | 28.84%-13.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $4,218 | $7,024-40.0% | $6,427-34.4% | $4,662-9.5% |
| Participant deferral / active EE | $6,149 | $9,808-37.3% | $9,133-32.7% | $6,690-8.1% |
| Admin fee / account holder | $177 | $16,362-98.9% | $13,898-98.7% | $13,392-98.7% |