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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 | $59,504 | $149,741-60.3% | $118,914-50.0% | $158,982-62.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 75.4%+2.4pp | 82.0%-4.2pp |
| Annual return | 21.54% | 19.94%+1.6pp | 35.89%-14.3pp | 302.99%-281.4pp |
| Employer contribution / active EE | $2,531 | $4,119-38.6% | $3,264-22.5% | $4,763-46.9% |
| Participant deferral / active EE | $10,756 | $5,226+105.8% | $4,266+152.2% | $5,983+79.8% |
| Admin fee / account holder | $239 | $8,607-97.2% | $6,582-96.4% | $11,252-97.9% |