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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 | $69,893 | $211,224-66.9% | $178,505-60.8% | $145,897-52.1% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 13.73% | 30.28%-16.6pp | 27.16%-13.4pp | 552.29%-538.6pp |
| Employer contribution / active EE | $3,066 | $4,577-33.0% | $3,955-22.5% | $4,663-34.3% |
| Participant deferral / active EE | $10,272 | $6,966+47.5% | $6,280+63.6% | $6,689+53.6% |
| Admin fee / account holder | $289 | $12,109-97.6% | $10,428-97.2% | $13,390-97.8% |