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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 | $65,986 | $162,529-59.4% | $130,788-49.5% | $154,746-57.4% |
| Participation rate | 83.3% | 75.9%+7.5pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 18.02% | 510.48%-492.5pp | 386.44%-368.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $3,192 | $4,447-28.2% | $3,558-10.3% | $4,379-27.1% |
| Participant deferral / active EE | $4,312 | $4,808-10.3% | $4,137+4.2% | $6,730-35.9% |
| Admin fee / account holder | $18 | $7,669-99.8% | $6,673-99.7% | $14,365-99.9% |