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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 | $88,790 | $201,370-55.9% | $184,256-51.8% | $145,897-39.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 13.46% | 29.05%-15.6pp | 28.85%-15.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,430 | $7,024-65.4% | $6,427-62.2% | $4,663-47.9% |
| Participant deferral / active EE | $5,368 | $9,808-45.3% | $9,133-41.2% | $6,689-19.8% |
| Admin fee / account holder | $68 | $16,364-99.6% | $13,899-99.5% | $13,390-99.5% |