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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 | $58,559 | $98,766-40.7% | $149,730-60.9% | $79,852-26.7% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.6%+27.7pp |
| Annual return | 13.11% | 27.43%-14.3pp | 276.70%-263.6pp | 31.72%-18.6pp |
| Employer contribution / active EE | $2,431 | $3,217-24.4% | $4,645-47.7% | $2,471-1.6% |
| Participant deferral / active EE | $3,484 | $5,681-38.7% | $6,843-49.1% | $3,740-6.8% |
| Admin fee / account holder | $145 | $6,052-97.6% | $9,310-98.4% | $5,306-97.3% |