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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 | $50,531 | $113,338-55.4% | $94,993-46.8% | $147,586-65.8% |
| Participation rate | 76.2% | 78.0%-1.8pp | 73.9%+2.3pp | 82.8%-6.6pp |
| Annual return | 13.00% | 20.80%-7.8pp | 27.14%-14.1pp | 578.59%-565.6pp |
| Employer contribution / active EE | $3,365 | $3,160+6.5% | $2,603+29.2% | $4,876-31.0% |
| Participant deferral / active EE | $3,215 | $3,777-14.9% | $3,317-3.1% | $5,439-40.9% |
| Admin fee / account holder | $9 | $6,063-99.9% | $4,960-99.8% | $10,886-99.9% |