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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 | $69,467 | $110,379-37.1% | $102,412-32.2% | $145,884-52.4% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 15.37% | 24.84%-9.5pp | 24.94%-9.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $2,581 | $4,216-38.8% | $3,870-33.3% | $4,662-44.6% |
| Participant deferral / active EE | $9,238 | $5,622+64.3% | $5,060+82.6% | $6,690+38.1% |
| Admin fee / account holder | $157 | $9,745-98.4% | $8,388-98.1% | $13,392-98.8% |