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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 | $27,046 | $110,379-75.5% | $102,412-73.6% | $145,884-81.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 20.62% | 24.84%-4.2pp | 24.94%-4.3pp | 551.85%-531.2pp |
| Employer contribution / active EE | $8,315 | $4,216+97.2% | $3,870+114.9% | $4,662+78.3% |
| Participant deferral / active EE | $3,994 | $5,622-28.9% | $5,060-21.1% | $6,690-40.3% |
| Admin fee / account holder | $67 | $9,745-99.3% | $8,388-99.2% | $13,392-99.5% |