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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 | $90,740 | $106,236-14.6% | $96,496-6.0% | $139,427-34.9% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 16.52% | 38.43%-21.9pp | 35.70%-19.2pp | 373.27%-356.8pp |
| Employer contribution / active EE | $3,808 | $4,104-7.2% | $3,738+1.9% | $4,752-19.8% |
| Participant deferral / active EE | $13,353 | $5,455+144.8% | $4,879+173.7% | $6,711+99.0% |
| Admin fee / account holder | $190 | $7,879-97.6% | $6,731-97.2% | $11,404-98.3% |