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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 | $71,568 | $105,856-32.4% | $90,161-20.6% | $147,585-51.5% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 22.16% | 37.63%-15.5pp | 34.89%-12.7pp | 578.58%-556.4pp |
| Employer contribution / active EE | $4,353 | $4,126+5.5% | $3,318+31.2% | $4,876-10.7% |
| Participant deferral / active EE | $3,147 | $5,733-45.1% | $5,287-40.5% | $5,439-42.1% |
| Admin fee / account holder | $269 | $8,046-96.7% | $5,943-95.5% | $10,886-97.5% |