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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 | $64,445 | $110,410-41.6% | $102,437-37.1% | $145,897-55.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 13.59% | 24.85%-11.3pp | 24.95%-11.4pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,193 | $4,217-24.3% | $3,871-17.5% | $4,663-31.5% |
| Participant deferral / active EE | $8,710 | $5,622+54.9% | $5,060+72.1% | $6,689+30.2% |
| Admin fee / account holder | $18 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |