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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 | $58,519 | $103,008-43.2% | $90,304-35.2% | $152,897-61.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 22.64% | 95.22%-72.6pp | 78.13%-55.5pp | 345.43%-322.8pp |
| Employer contribution / active EE | $2,084 | $3,139-33.6% | $2,855-27.0% | $4,764-56.3% |
| Participant deferral / active EE | $3,549 | $4,281-17.1% | $3,885-8.7% | $5,851-39.3% |
| Admin fee / account holder | $53 | $6,175-99.1% | $5,354-99.0% | $11,599-99.5% |