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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 | $53,962 | $183,539-70.6% | $155,556-65.3% | $145,897-63.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 12.61% | 61.31%-48.7pp | 64.84%-52.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,375 | $5,315-74.1% | $4,675-70.6% | $4,663-70.5% |
| Participant deferral / active EE | $4,443 | $6,467-31.3% | $5,631-21.1% | $6,689-33.6% |
| Admin fee / account holder | $280 | $19,275-98.5% | $15,885-98.2% | $13,390-97.9% |