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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 | $62,064 | $141,004-56.0% | $112,273-44.7% | $139,466-55.5% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 12.43% | 32.75%-20.3pp | 30.23%-17.8pp | 373.66%-361.2pp |
| Employer contribution / active EE | $2,898 | $4,285-32.4% | $3,431-15.5% | $4,754-39.0% |
| Participant deferral / active EE | $5,894 | $5,878+0.3% | $4,800+22.8% | $6,712-12.2% |
| Admin fee / account holder | $300 | $9,959-97.0% | $7,752-96.1% | $11,409-97.4% |