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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 | $34,157 | $110,337-69.0% | $102,383-66.6% | $145,877-76.6% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 10.80% | 24.83%-14.0pp | 24.94%-14.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $3,125 | $4,216-25.9% | $3,870-19.2% | $4,663-33.0% |
| Participant deferral / active EE | $5,911 | $5,621+5.2% | $5,060+16.8% | $6,691-11.7% |
| Admin fee / account holder | $17 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |