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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 | $63,092 | $211,224-70.1% | $178,505-64.7% | $145,897-56.8% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 11.58% | 30.28%-18.7pp | 27.16%-15.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,932 | $4,577-57.8% | $3,955-51.2% | $4,663-58.6% |
| Participant deferral / active EE | $9,918 | $6,966+42.4% | $6,280+57.9% | $6,689+48.3% |
| Admin fee / account holder | $193 | $12,109-98.4% | $10,428-98.1% | $13,390-98.6% |