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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 | $25,064 | $227,597-89.0% | $189,575-86.8% | $167,536-85.0% |
| Participation rate | 90.5% | 82.5%+8.0pp | 78.4%+12.0pp | 82.1%+8.4pp |
| Annual return | 21.14% | 78.44%-57.3pp | 64.19%-43.1pp | 478.82%-457.7pp |
| Employer contribution / active EE | $4,312 | $5,316-18.9% | $4,412-2.3% | $4,839-10.9% |
| Participant deferral / active EE | $5,952 | $7,002-15.0% | $6,174-3.6% | $6,342-6.2% |
| Admin fee / account holder | $66 | $11,877-99.4% | $9,806-99.3% | $12,315-99.5% |