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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 | $62,441 | $102,828-39.3% | $105,387-40.8% | $152,909-59.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 19.41% | 20.85%-1.4pp | 26.82%-7.4pp | 345.46%-326.1pp |
| Employer contribution / active EE | $2,965 | $4,473-33.7% | $4,213-29.6% | $4,764-37.8% |
| Participant deferral / active EE | $5,494 | $5,465+0.5% | $5,502-0.2% | $5,851-6.1% |
| Admin fee / account holder | $248 | $8,683-97.1% | $6,559-96.2% | $11,601-97.9% |