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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 | $54,026 | $104,251-48.2% | $91,004-40.6% | $147,586-63.4% |
| Participation rate | 94.7% | 78.2%+16.5pp | 75.6%+19.1pp | 82.8%+11.9pp |
| Annual return | 17.17% | 27.06%-9.9pp | 4.60%+12.6pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,738 | $3,116-44.2% | $2,456-29.2% | $4,876-64.3% |
| Participant deferral / active EE | $7,629 | $4,195+81.9% | $3,548+115.0% | $5,439+40.3% |
| Admin fee / account holder | $18 | $8,948-99.8% | $5,417-99.7% | $10,886-99.8% |