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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 | $63,854 | $211,239-69.8% | $178,528-64.2% | $145,877-56.2% |
| Participation rate | 93.3% | 80.8%+12.5pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 9.89% | 30.22%-20.3pp | 27.11%-17.2pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,919 | $4,570-36.1% | $3,950-26.1% | $4,663-37.4% |
| Participant deferral / active EE | $6,991 | $6,963+0.4% | $6,278+11.4% | $6,691+4.5% |
| Admin fee / account holder | $182 | $12,095-98.5% | $10,419-98.2% | $13,402-98.6% |