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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 | $183,627-70.6% | $155,602-65.3% | $145,978-63.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.61% | 61.32%-48.7pp | 64.81%-52.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $1,375 | $5,316-74.1% | $4,675-70.6% | $4,662-70.5% |
| Participant deferral / active EE | $4,443 | $6,466-31.3% | $5,629-21.1% | $6,690-33.6% |
| Admin fee / account holder | $280 | $19,327-98.6% | $15,923-98.2% | $13,400-97.9% |