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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 | $54,755 | $110,410-50.4% | $102,437-46.5% | $145,897-62.5% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 13.01% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $3,921 | $4,217-7.0% | $3,871+1.3% | $4,663-15.9% |
| Participant deferral / active EE | $7,288 | $5,622+29.6% | $5,060+44.0% | $6,689+9.0% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |