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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 | $38,261 | $58,099-34.1% | $76,902-50.2% | $75,177-49.1% |
| Participation rate | 97.6% | 63.9%+33.7pp | 69.6%+28.0pp | 67.2%+30.4pp |
| Annual return | 19.30% | 26.71%-7.4pp | 37.91%-18.6pp | 160.75%-141.5pp |
| Employer contribution / active EE | $9,143 | $1,996+358.2% | $2,534+260.8% | $2,671+242.3% |
| Participant deferral / active EE | $5,749 | $2,999+91.7% | $3,833+50.0% | $4,126+39.3% |
| Admin fee / account holder | $211 | $4,778-95.6% | $5,479-96.1% | $5,651-96.3% |