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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 | $87,721 | $154,365-43.2% | $130,231-32.6% | $139,466-37.1% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.3%+7.1pp | 80.3%+3.0pp |
| Annual return | 17.37% | 30.53%-13.2pp | 38.86%-21.5pp | 373.66%-356.3pp |
| Employer contribution / active EE | $3,303 | $5,170-36.1% | $4,126-19.9% | $4,754-30.5% |
| Participant deferral / active EE | $10,643 | $8,498+25.2% | $6,799+56.6% | $6,712+58.6% |
| Admin fee / account holder | $20 | $9,214-99.8% | $6,020-99.7% | $11,409-99.8% |