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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 | $58,288 | $110,410-47.2% | $102,437-43.1% | $145,897-60.0% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 18.13% | 24.85%-6.7pp | 24.95%-6.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $15,091 | $4,217+257.8% | $3,871+289.9% | $4,663+223.7% |
| Participant deferral / active EE | $12,898 | $5,622+129.4% | $5,060+154.9% | $6,689+92.8% |
| Admin fee / account holder | $238 | $9,745-97.6% | $8,388-97.2% | $13,390-98.2% |