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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 | $69,820 | $162,812-57.1% | $133,971-47.9% | $158,966-56.1% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 16.54% | 41.94%-25.4pp | 45.09%-28.6pp | 302.95%-286.4pp |
| Employer contribution / active EE | $2,899 | $4,976-41.7% | $3,919-26.0% | $4,762-39.1% |
| Participant deferral / active EE | $4,118 | $5,910-30.3% | $5,047-18.4% | $5,983-31.2% |
| Admin fee / account holder | $264 | $11,741-97.8% | $8,929-97.0% | $11,250-97.7% |