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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 | $46,219 | $117,846-60.8% | $102,434-54.9% | $145,884-68.3% |
| Participation rate | 82.4% | 78.6%+3.7pp | 76.5%+5.8pp | 80.3%+2.1pp |
| Annual return | 13.53% | 31.90%-18.4pp | 29.46%-15.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $4,426 | $3,615+22.5% | $3,023+46.4% | $4,662-5.1% |
| Participant deferral / active EE | $6,029 | $5,733+5.2% | $5,055+19.3% | $6,690-9.9% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |