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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 | $57,306 | $111,814-48.7% | $103,374-44.6% | $145,959-60.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 43.43% | 24.77%+18.7pp | 24.89%+18.5pp | 561.95%-518.5pp |
| Employer contribution / active EE | $3,985 | $4,214-5.4% | $3,869+3.0% | $4,661-14.5% |
| Participant deferral / active EE | $8,220 | $5,618+46.3% | $5,058+62.5% | $6,689+22.9% |
| Admin fee / account holder | $221 | $9,754-97.7% | $8,394-97.4% | $13,398-98.4% |