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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 | $60,213 | $105,929-43.2% | $81,926-26.5% | $158,950-62.1% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.0%+16.9pp | 82.0%+6.9pp |
| Annual return | 22.57% | 38.19%-15.6pp | 29.49%-6.9pp | 302.91%-280.3pp |
| Employer contribution / active EE | $6,218 | $7,802-20.3% | $4,310+44.2% | $4,762+30.6% |
| Participant deferral / active EE | $5,521 | $13,007-57.6% | $7,108-22.3% | $5,983-7.7% |
| Admin fee / account holder | $179 | $8,492-97.9% | $5,159-96.5% | $11,248-98.4% |