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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 | $80,561 | $110,337-27.0% | $102,383-21.3% | $145,877-44.8% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 14.68% | 24.83%-10.2pp | 24.94%-10.3pp | 551.28%-536.6pp |
| Employer contribution / active EE | $5,833 | $4,216+38.3% | $3,870+50.7% | $4,663+25.1% |
| Participant deferral / active EE | $15,455 | $5,621+175.0% | $5,060+205.5% | $6,691+131.0% |
| Admin fee / account holder | $77 | $9,750-99.2% | $8,391-99.1% | $13,402-99.4% |