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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 | $60,018 | $92,798-35.3% | $96,707-37.9% | $137,256-56.3% |
| Participation rate | 91.7% | 81.6%+10.0pp | 80.4%+11.3pp | 80.0%+11.7pp |
| Annual return | 21.67% | 31.24%-9.6pp | 34.78%-13.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,067 | $4,147-26.0% | $4,191-26.8% | $4,156-26.2% |
| Participant deferral / active EE | $16,204 | $5,877+175.7% | $5,997+170.2% | $6,407+152.9% |
| Admin fee / account holder | $2 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |