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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 | $42,457 | $176,794-76.0% | $146,647-71.0% | $167,553-74.7% |
| Participation rate | 91.7% | 83.6%+8.0pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 17.75% | 24.04%-6.3pp | 22.75%-5.0pp | 478.89%-461.1pp |
| Employer contribution / active EE | $3,409 | $5,161-34.0% | $4,137-17.6% | $4,840-29.6% |
| Participant deferral / active EE | $4,831 | $6,440-25.0% | $5,506-12.3% | $6,343-23.8% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |