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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 | $57,603 | $110,212-47.7% | $96,534-40.3% | $139,466-58.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 22.81% | 26.42%-3.6pp | 25.88%-3.1pp | 373.66%-350.9pp |
| Employer contribution / active EE | $1,738 | $3,620-52.0% | $2,965-41.4% | $4,754-63.4% |
| Participant deferral / active EE | $8,117 | $5,547+46.3% | $4,851+67.3% | $6,712+20.9% |
| Admin fee / account holder | $84 | $11,599-99.3% | $8,253-99.0% | $11,409-99.3% |