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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 | $61,307 | $111,301-44.9% | $112,977-45.7% | $158,982-61.4% |
| Participation rate | 85.7% | 83.5%+2.2pp | 82.6%+3.2pp | 82.0%+3.7pp |
| Annual return | 18.56% | 26.40%-7.8pp | 24.24%-5.7pp | 302.99%-284.4pp |
| Employer contribution / active EE | $28,669 | $4,471+541.2% | $4,255+573.8% | $4,763+501.9% |
| Participant deferral / active EE | $5,337 | $5,880-9.2% | $5,836-8.5% | $5,983-10.8% |
| Admin fee / account holder | $156 | $8,392-98.1% | $6,294-97.5% | $11,252-98.6% |