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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 | $29,257 | $110,379-73.5% | $102,412-71.4% | $145,884-79.9% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 13.43% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,104 | $4,216-50.1% | $3,870-45.6% | $4,662-54.9% |
| Participant deferral / active EE | $5,808 | $5,622+3.3% | $5,060+14.8% | $6,690-13.2% |
| Admin fee / account holder | $19 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |