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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 | $70,597 | $201,344-64.9% | $184,243-61.7% | $145,877-51.6% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 12.30% | 29.01%-16.7pp | 28.82%-16.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,429 | $7,022-51.2% | $6,427-46.6% | $4,663-26.5% |
| Participant deferral / active EE | $8,910 | $9,807-9.1% | $9,132-2.4% | $6,691+33.2% |
| Admin fee / account holder | $48 | $16,382-99.7% | $13,914-99.7% | $13,402-99.6% |