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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 | $58,042 | $110,379-47.4% | $102,412-43.3% | $145,884-60.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 13.99% | 24.84%-10.8pp | 24.94%-10.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $3,268 | $4,216-22.5% | $3,870-15.6% | $4,662-29.9% |
| Participant deferral / active EE | $13,638 | $5,622+142.6% | $5,060+169.5% | $6,690+103.9% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |