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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 | $61,693 | $110,410-44.1% | $102,437-39.8% | $145,897-57.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 30.98% | 24.85%+6.1pp | 24.95%+6.0pp | 552.29%-521.3pp |
| Employer contribution / active EE | $12,649 | $4,217+199.9% | $3,871+226.8% | $4,663+171.3% |
| Participant deferral / active EE | $6,018 | $5,622+7.1% | $5,060+18.9% | $6,689-10.0% |
| Admin fee / account holder | $80 | $9,745-99.2% | $8,388-99.0% | $13,390-99.4% |