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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 | $52,616 | $124,330-57.7% | $109,173-51.8% | $167,536-68.6% |
| Participation rate | 70.0% | 79.5%-9.5pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 16.22% | 26.04%-9.8pp | 25.75%-9.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $2,817 | $4,209-33.1% | $3,723-24.3% | $4,839-41.8% |
| Participant deferral / active EE | $6,835 | $5,256+30.0% | $4,654+46.9% | $6,342+7.8% |
| Admin fee / account holder | $53 | $7,974-99.3% | $6,755-99.2% | $12,315-99.6% |