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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 | $57,560 | $157,304-63.4% | $141,197-59.2% | $152,909-62.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 20.88% | 64.34%-43.5pp | 71.41%-50.5pp | 345.46%-324.6pp |
| Employer contribution / active EE | $1,397 | $5,263-73.5% | $4,736-70.5% | $4,764-70.7% |
| Participant deferral / active EE | $7,560 | $7,111+6.3% | $6,710+12.7% | $5,851+29.2% |
| Admin fee / account holder | $262 | $12,126-97.8% | $10,265-97.4% | $11,601-97.7% |