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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 | $20,235 | $117,904-82.8% | $102,457-80.3% | $145,978-86.1% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 15.37% | 31.80%-16.4pp | 29.41%-14.0pp | 550.52%-535.2pp |
| Employer contribution / active EE | $2,950 | $3,613-18.4% | $3,022-2.4% | $4,662-36.7% |
| Participant deferral / active EE | $5,912 | $5,733+3.1% | $5,054+17.0% | $6,690-11.6% |
| Admin fee / account holder | $93 | $13,329-99.3% | $9,451-99.0% | $13,400-99.3% |