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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 | $54,108 | $108,285-50.0% | $77,552-30.2% | $158,982-66.0% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 20.14% | 31.69%-11.6pp | 54.82%-34.7pp | 302.99%-282.9pp |
| Employer contribution / active EE | $1,424 | $1,325+7.5% | $987+44.4% | $4,763-70.1% |
| Participant deferral / active EE | $2,515 | $2,455+2.4% | $1,861+35.1% | $5,983-58.0% |
| Admin fee / account holder | $17 | $3,709-99.5% | $2,859-99.4% | $11,252-99.8% |