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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 | $58,961 | $114,119-48.3% | $107,187-45.0% | $138,895-57.6% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 79.9%+12.9pp |
| Annual return | 17.20% | 273.21%-256.0pp | 204.55%-187.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $3,852 | $4,059-5.1% | $3,782+1.9% | $4,194-8.2% |
| Participant deferral / active EE | $8,995 | $5,538+62.4% | $5,096+76.5% | $6,396+40.6% |
| Admin fee / account holder | $262 | $10,024-97.4% | $9,162-97.1% | $12,562-97.9% |