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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 | $59,554 | $84,236-29.3% | $170,439-65.1% | $70,124-15.1% |
| Participation rate | 92.3% | 70.8%+21.5pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 14.39% | 23.06%-8.7pp | 205.94%-191.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $5,349 | $3,387+57.9% | $5,433-1.5% | $2,342+128.3% |
| Participant deferral / active EE | $5,924 | $3,086+92.0% | $4,939+19.9% | $3,332+77.8% |
| Admin fee / account holder | $150 | $5,698-97.4% | $13,881-98.9% | $4,645-96.8% |