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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 | $55,286 | $201,372-72.5% | $184,260-70.0% | $145,884-62.1% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 11.81% | 29.04%-17.2pp | 28.84%-17.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,879 | $7,024-73.2% | $6,427-70.8% | $4,662-59.7% |
| Participant deferral / active EE | $3,994 | $9,808-59.3% | $9,133-56.3% | $6,690-40.3% |
| Admin fee / account holder | $5 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |