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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 | $111,814-44.8% | $103,378-40.3% | $145,978-57.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 30.98% | 24.80%+6.2pp | 24.91%+6.1pp | 550.52%-519.5pp |
| Employer contribution / active EE | $12,649 | $4,215+200.1% | $3,870+226.8% | $4,662+171.3% |
| Participant deferral / active EE | $6,018 | $5,618+7.1% | $5,058+19.0% | $6,690-10.0% |
| Admin fee / account holder | $80 | $9,764-99.2% | $8,401-99.0% | $13,400-99.4% |