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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 | $77,329 | $162,821-52.5% | $133,978-42.3% | $158,982-51.4% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 13.75% | 41.95%-28.2pp | 45.10%-31.4pp | 302.99%-289.2pp |
| Employer contribution / active EE | $3,030 | $4,976-39.1% | $3,919-22.7% | $4,763-36.4% |
| Participant deferral / active EE | $6,183 | $5,910+4.6% | $5,047+22.5% | $5,983+3.3% |
| Admin fee / account holder | $281 | $11,742-97.6% | $8,930-96.8% | $11,252-97.5% |