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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 | $29,847 | $110,410-73.0% | $102,437-70.9% | $145,897-79.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 19.70% | 24.85%-5.1pp | 24.95%-5.2pp | 552.29%-532.6pp |
| Employer contribution / active EE | $3,950 | $4,217-6.3% | $3,871+2.0% | $4,663-15.3% |
| Participant deferral / active EE | $9,471 | $5,622+68.5% | $5,060+87.2% | $6,689+41.6% |
| Admin fee / account holder | $131 | $9,745-98.7% | $8,388-98.4% | $13,390-99.0% |