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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 | $28,957 | $117,895-75.4% | $102,460-71.7% | $145,897-80.2% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 14.75% | 31.92%-17.2pp | 29.47%-14.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,524 | $3,619-30.3% | $3,025-16.6% | $4,663-45.9% |
| Participant deferral / active EE | $5,977 | $5,736+4.2% | $5,056+18.2% | $6,689-10.7% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |