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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 | $55,918 | $110,278-49.3% | $95,740-41.6% | $139,466-59.9% |
| Participation rate | 90.0% | 75.7%+14.3pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 19.33% | 27.19%-7.9pp | 28.41%-9.1pp | 373.66%-354.3pp |
| Employer contribution / active EE | $10,909 | $3,260+234.6% | $2,836+284.6% | $4,754+129.5% |
| Participant deferral / active EE | $6,150 | $4,674+31.6% | $4,244+44.9% | $6,712-8.4% |
| Admin fee / account holder | $178 | $6,613-97.3% | $5,676-96.9% | $11,409-98.4% |